Category: Growth Markets

January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.

“There's absolutely no doubt that aluminum will be a growth platform for us going forward,” said Mark Millett, co-founder, chairman & CEO of the Indiana-based steelmaker.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.

Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.

Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.

The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.

A review of 2025 Airbus and Boeing aircraft deliveries, with context around production and supply-chain structure.

Labor agreements across US aluminum producers are converging around 2026, bringing collective bargaining timelines into sharper focus this year.

Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.

US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.