April survey says things are steady, but the market’s telling a different story
April's survey paints a picture of a market holding steady, but it's far from smooth sailing.
Category: Distribution
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.
New Section 232 tariff: Leverage to pay for power
The newly announced amendments to Section 232 boost the ad valorem duty (a volume-based tariff) from 10 to 25% of the declared customs value for primary aluminum. This boost in the rate gives Alcoa and Century windfall revenue gains as the Midwest physical premium responds to this. If we measure the windfall from Inauguration Day […]