The Iran conflict's impact on demand, prices
Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.
Category: Pulse
Join AMU for a Community Chat on Wednesday with SA Recycling CEO George Adams
Join SMU and AMU for a Community Chat on Wednesday, March 11, at 11 a.m. ET with George Adams, CEO of SA Recycling.
Persian Gulf smelter update: Shipments in and out remain challenging
The war in the Persian Gulf is still fluid and the risk to production and shipments remain grave
Week in review and thoughts for the upcoming week of March 9, 2026
Markets have been taken aback by the intensity of the conflict and the Iranian retaliatory strikes on at least 14 different countries. Investors were also shaken by the severe disruptions to oil and gas flows coming out of the Persian Gulf.
Pace expands plant closures, removing die-casting capacity from US network
Pace Industries plans to close two die-casting plants in Muskegon, Michigan, following the news of the planned closure of its Harrison, Arkansas plant, further reducing its US casting footprint.
Oklahoma smelter advances with power deal but energy prices are still tricky
The Oklahoma aluminum smelter project backed by Emirates Global Aluminium and Century Aluminum appears to be advancing toward a power deal, though elevated electricity costs and high Midwest premiums continue to complicate the economics.
UPDATE: Novelis restarts casting operations at Greensboro plant after March 1 explosion
Novelis has restarted casting operations at its Greensboro, Georgia, recycling facility after a March 1 explosion temporarily halted production.
Pace closes Harrison die casting plant, removing source of casting capacity and scrap
The closure of Pace Industries' Harrison, Arkansas, die casting plant removes production capacity and a source of aluminum scrap streams typically generated by die casting operations.
US imports in February disappoint
February aluminum imports fell sharply despite strong Midwest premium incentives, leaving US inventories at roughly two weeks of demand and raising the risk of higher physical premiums amid tight supply and geopolitical uncertainty.
Ardagh sees growth from beverage cans
Global beverage can shipments grew by 3% for the full year versus the prior year. Of that, 5% growth was from the Americas.