FERC rejects MISO proposals for breaking interconnection backlog
We are no closer to breaking the bottleneck of stranded generation seeking connection to the grid.
Category: Growth Markets
Calling my shot: The Capral clue in Tennessee
Capral may not have announced it yet – but I’m betting they’ll be hanging their name on this Tennessee project before long.
UBC scrap spreads: A market caught between a thaw and a simmer
While spreads in the 66-67% range offer relief from the 82-83% squeeze seen earlier this year, they’re resting on a delicate equilibrium.
West Coast port congestion
West Coast congestion returns as tariff chaos fuels container surge.
Billet Market Starts to Move Higher
The billet market has been quiet in 2025 so far, but extruders exposed to the spot market are now facing some challenges.
Recyclers aren’t on the menu; they have a seat at the table
ReMA's Spotlight on Aluminum highlighted a litany of pressure points shaping the industry, with a particular emphasis on the aluminum scrap frontier.
Recycled metal exports bans - An idea that masks the problem
Domestic increases in mill capacity and a struggling recycling rate, amid China's relaxed UBC scrap import policy, fail to make the case for banning US exports.
Middle East trades and the $4 billion smelter for Oklahoma
Since March 21 when UAE announced plans to invest $1.4 trillion in the US, including an aluminum smelter, the market has been waiting for details. Now, we have some.
What Superior’s lost wheel contract says about regional sourcing
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.
Novelis builds for tomorrow, pays for it today
In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.