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.
Category: Global Trade
AMU Community Chat: Grifone talks CBAM, tariffs and the global economy
“The global economy as we knew it for many years has gone and we have this sort of selective global economy – markets into markets.”
Tomago smelter gets a lifeline
Australia is hardly alone in intervening in heavy industry.
AKFA Aluminum Solutions to build first US manufacturing facility in Kentucky
AKFA Aluminum Solutions will establish its first US manufacturing facility in Bowling Green, Kentucky, introducing a new extrusion-focused aluminum producers into the regional secondary market.
Mexico's tariffs on China: Important move ahead of USMCA Talks
Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.
AI needs data centers. What this means for metals.
AI is seeing an aggressive buildup, but some cracks are beginning to show.
Airbus' low-profile overhaul takes flight
A cluster of Airbus announcements reveals how quickly the OEM is tightening and rebalancing its US supply chain.
Impressions of the Fed's December rate cut and Chair Powell's remarks
This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.
Aluminum Supply-Demand Forecasts: Accuracy versus Precision
Recent swings in aluminum supply-demand balances reveal the practical gap between accuracy and precision, showing how real smelter disruptions can upend even the most carefully constructed forecasts.