Cracking the code on affordable electricity for smelting
Debates are underway on how to get more supply to electric grids
Category: Final Thoughts
Canada’s $5bn relief fund with aluminum focus rekindles debate over subsidies
Canada's new Strategic Response Fund for tariff-hit industries has triggered sharp criticism, drawing in questions over subsidies, trade imbalances, and whether U.S. and Canadian aluminum markets are as different as an industry group suggets.
The opportunity in recycled metals
There are plenty of opportunities to make money in scrap
Update on the state of electricity supply-demand in the U.S.
Recent IEA data underscores an erratic electricity supply mix alongside sharply rising demand, with future prices signaling poor economics for operating an aluminum smelter and pointing instead to behind-the-meter generation backed by outside financing.
Mating season is upon U.S. and negotiations could be difficult
U.S. aluminum buyers and sellers are bracing for a bruising 2026 contract season as tariffs, tight supply, and shifting scrap economics threaten to push Midwest premiums and upcharges to unprecedented levels.
Does the U.S.-EU trade deal shift attention to Mexico or Canada?
U.S-China trade negotiations have another 90 moratorium, so it does suggest that perhaps the USMCA partners may next up on the agenda.
Means to an end: Novelis-DRT target 99% recycled content end stock
Novelis is partnering with DRT for 99% recycled content in beverage can end stock, reshaping the numbers behind one of aluminum's most specialized markets.
The fallout from the unprecedented movement in Midwest Premiums
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.
Residential construction markets diverge
The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.
Gears in motion: American Axle & Manufacturing and Dowlais merger
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.