What the LME’s new lending rule means for U.S. aluminum buyers (Part 1)
Addressing the risk before it turns into another crisis.
Category: Global Trade
Prysmian's Encore Wire breaks ground on TX facility expansion
Prysmian’s groundbreaking for a 650,000-square-foot medium-voltage cable facility on Encore Wire’s Texas campus marks a big development in the aluminum wire and cable sector.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
Why China's aluminum capex stays so low
What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.
The art and science of Midwest Duty-Paid Premium discovery
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
Squeezed in the middle: What downstream buyers need to watch now
This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.