US gets first aluminum shipment from Venezuela in years
The shipment was part of an offtake agreement between private investment group Heeney Capital, Mercuria Energy Group and the Venezuelan government.
Category: Final Thoughts
Etobicoke Casting Plant faces Stellantis strike risk
Stellantis’ Etobicoke Casting Plant faces uncertain production commitments and potential operational disruption as Unifor prepares strike authorization votes.
Commercial vehicle orders may be getting ahead of the market
Commercial vehicle orders have surged in 2026, but policy-driven timing may be making the market look stronger than current production and supplier sales.
If Canadian tariffs lower, it may not matter much for the Midwest premium
The Midwest premium could slip if Canada reroutes primary back to the US. But the balance in supply would still be coming from other countries, likely the Persian Gulf.
The trade that couldn't slow down
Canada and the EU. Russian sanctions. China talks.
Court upholds Oregon's packaging law as more states consider similar recycling rules
Extended Producer Responsibility laws could advantage aluminum.
Inola smelter fight widens in federal court
The Inola smelter fight now spans state politics and federal policy, while the court case adds new questions over timing and forum.
Some takeaways from AMU Summit 2026
And there certainly was no shortage of things to talk about. Tariffs, geopolitics, domestic production trends, data center construction, and scrap availability were just some of the topics getting the spotlight.
See you in Atlanta!
Next week, AMU will kick off its first Aluminum Summit in Atlanta.
Aluminum’s peace trade, one month later
Aluminum prices recovered after the July 9 checkpoint, but financial and exchange indicators didn’t move uniformly.