Category: Global Trade

Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.

Century Aluminum restarted a potline at its Iceland smelter after an outage, though the move is unlikely to directly affect North American supply.

The US has released new procedures allowing steel and aluminum producers in Canada and Mexico to qualify for reduced Section 232 tariffs. But only if they commit to building new production in the US.

Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Markets were all over the map last week. But once again, it was energy that commanded the most attention.

Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.

First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.

The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.