Can scrap justify trading at a premium to primary metal?
As premiums on primary climb and low-carbon goals reshape buying, does the math - or melt loss - back up scrap trading above the cost of metal?
Category: Case Studies
What Superior’s lost wheel contract says about regional sourcing
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.
Buried in the footnotes: Overlooked numbers that mattered in earnings season
With earnings season largely behind us it’s time to move past the headline numbers and into the filings – where a few key items across major downstream players deserve closer scrutiny.
Upcycling scrap: Sorting out separation
Sortation technology is often puzzle where the end goal determines the methods employed, making it hard to gauge what companies are capable of going beyond standard processing.
Court of International Trade sets limits on extrusion duty appeals
The ruling might not be the last word – but it’s a signal on where future cases my land.
Novelis Q3 earnings call: Key takeaways and what it means for the market
Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]