Category: Global Trade

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.

This project, which the Chicago-based producer expects to reach full production by the end of June, aims to increase total US primary aluminum production by 10%.

We expect markets to open on the back foot as we head into the new week. And we would not be surprised to see a good portion of Friday's losses in oil recouped once trading in Asia gets underway.

LME and Midwest premiums are rising, and a conflict in Iran is just one of several challenges the market is facing.