What could rebalance the US scrap market?
Cheap aluminum scrap has not triggered widespread buying due to saturated demand, chemistry limits, and limited processing capacity.
Category: Final Thoughts
From smelters to servers: A deep dive into Alcoa's idled sites
A look at Alcoa's idled US smelter and refinery sites shows how electricity economics and capital discipline are reshaping industrial redevelopment toward data center infrastructure.
Waiting on the Supreme Court
The US Supreme Court may issue a decision Friday on the tariffs President Trump imposed under the International Emergency Economic Powers Act. Or maybe next week.
A closer look at the Rio Tinto, Chalco deal in Brazil
A deal between Rio Tinto and Aluminum Corporation of China Limited (Chalco) to acquire Votorantim’s 68.6% interest in Companhia Brasileira de Alumínio (CBA) in Brazil has left some people scratching their heads.
EGA and Century Aluminum is a marriage of convenience
As Century and EGA team up for a smelter in Oklahoma, what do each bring to the table?
Canada's next steps in aluminum
Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.
The logic behind US government investment in Atlantic Alumina
Let’s unpack the facts behind this move.
Edward Meir: Aluminum outlook for 2026
Trade deals, substitution, and the Midwest premium in the year ahead
Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
To hedge or not to hedge
As aluminum markets head into 2026, LME prices appear structurally supported while the Midwest premium looks increasingly risky and politically distorted, forcing buyers and sellers to hedge very differently.