Hydro's primary aluminum stability contrasts with softer extrusion demand
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Category: Aluminum Scrap Markets
Ford results: Oswego restart, truck output and putting numbers to aluminum sheet
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
Auction for seized aluminum to be held in February, May
The first auction is scheduled for Feb. 19.
Gränges' 2025 earnings show higher shipments and late-year margin shifts
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.
North America rail freight shipments: Gauging industrial demand
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.
AMU Survey: MWP/UBC expectations and scrap outlook
January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.
EU targets small packaging in new recycling partnership
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.
Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
AMU Survey: UBC expectations fragment as scrap signals stabilized
December survey results show UBC price expectations becoming more debated even as scrap availability, inventory behavior, and Midwest premium expectations point toward steadier underlying conditions.
Midwest premiums: How high is high?
The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.