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Category: Final Thoughts
Semi-fabricated markets aren’t moving together
Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.
AMU Survey: Recyclers turn more cautious
AMU’s July survey found recyclers expecting lower Midwest Premium and UBC prices while demand softened, inventories declined and forward views remained mixed.
Canada is taking more of its business elsewhere
Canadian aluminum exports to the US have continued to drop since the introduction of tariffs in March 2025, with a growing share shipping off to Europe and Mexico.
Did aluminum markets price in peace too soon?
Aluminum prices retreated as markets priced a return to Middle East stability, but shipping attacks, military strikes and LME indicators suggest that assumption may have outpaced events.
AMU June survey: Scrap market sentiment moderates, primary/semi supply keeps pace
June survey responses showed scrap market participants becoming more cautious on premiums, scrap availability and exports, while downstream demand indicators remained comparatively firmer.
Closing a gap in beverage cans
Canovation this month announced a collaboration with Canpack, a global packaging manufacturer, to help bring its CanReseal technology toward commercialization and pilot-scale deployment.
The battle over Oklahoma's proposed smelter reaches beyond environmental review
Oklahoma Attorney General Gentner Drummond's challenge to the proposed Inola aluminum smelter shifts the debate from what regulators may decide to whether the permitting process should be allowed to reach a conclusion.
Where are the commercial undertakings?
Commercial participation in LME aluminum declined over the past year even as prices increased, inventories tightened and financial market activity expanded.
AMU Survey: Scrap availability rebounds as logistics costs rise
AMU's May survey results showed higher obsolete scrap availability as respondents continued reporting elevated freight costs and UBC price expectations moderated.