Aluminum Association's White Paper examines supply
Not surprising, the major challenge to either restarting or building primary capacity pivots around finding affordably priced energy.
Category: Decarbonization
Cross-border castings: Hydro and Nemak rethink scrap to power low-carbon cars
Aluminum producer Norsk Hydro and automotive casting manufacturer Nemak agreement focuses on expanding the use of post-consumer scrap and shifting to lower-carbon energy sources.
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
AMU Week in Review: Tariff delays, premium swings, and global supply chain risk
This first week of February 2025 saw tariffs dominate the aluminum market conversation, with Trump imposing 25% tariffs on Canadian and Mexican imports, then delaying their implementation for 30 days after negotiations with both governments. China wasn’t so lucky, as the U.S. followed through with a 10% tariff on Chinese goods, prompting immediate retaliatory tariffs […]
Disjointed energy policy: The Stargate Project threat
On Jan. 21, the Trump administration announced The Stargate Project, a $100 billion investment to “building new AI infrastructure for OpenAI in the United States.” Eventually Stargate intends to inject $500 billion into the investment. Initial equity funders in Stargate are SoftBank, OpenAI, Oracle and MGX. SoftBank and OpenAI are the lead partners for Stargate, […]
2024 in Review: Aluminum and scrap markets navigate a year of change
A rocky start to the new year
Crown qualifies first aluminum coils at Constellium plant
The aluminum coils, produced mainly from post-consumer scrap, are cleared to be used in Crown's beverage cans.
Week in Review: Post-election questions
Highlights from the week