Edward Meir's week in review and thoughts for the week of Aug. 17, 2026
We generally saw less hectic conditions in the various markets this past week as the lack of significant geopolitical or macro headlines kept volatility somewhat at bay.
We generally saw less hectic conditions in the various markets this past week as the lack of significant geopolitical or macro headlines kept volatility somewhat at bay.
Aluminum prices recovered after the July 9 checkpoint, but financial and exchange indicators didn’t move uniformly.
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Century Aluminum completed its Mt. Holly restart in Q2, but shipments remained nearly flat as added production moves into the second half.
Commerce opened circumvention inquiries into disposable aluminum container imports from Malaysia and Indonesia while earlier Vietnam and Thailand cases continue toward final determinations.
AMU's first conference is just weeks away in Atlanta.
Novelis reported lower third-party rolled product shipments, higher intersegment volumes and provided a more detailed Bay Minette startup timeline.
Daimler Truck North America will close its Portland commercial truck plant while International Motors will sell its Springfield assembly operations to Roshel, reshaping commercial vehicle manufacturing in the US.
Commerce issued preliminary antidumping duty determinations on Mexican and Canadian van-type trailer imports, with Mexico receiving higher preliminary margins.
Ball posted higher second-quarter North and Central America can sales and low-single-digit shipment growth, but startup costs and a tight network kept segment earnings from rising.