Category: Final Thoughts

Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.

This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.

As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.

In a rare Section 403 filing, the Department of Energy formally argued that the Federal Energy Regulatory Commission already has the legal authority to directly regulate large-load grid interconnections.

Imports through the 10 largest U.S. ports fell 6.6% year over year in September. This is the beginning of a trend that container freight experts say will persist into 2026.

Tariffs, immigration crackdowns and the loss of foreign aid are expected to drag down economies.

China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.

Could a proposed bail-out of farms hurt by tariffs present an opportunity to change how the government chooses to support steel and aluminum?

Indonesia is grabbling a lot of attention these days, thanks to ambitious plans by Chinese investors to bet big on aluminum smelting. This is not the first time that Indonesia has captured the attention of the aluminum industry.

Debates are underway on how to get more supply to electric grids