Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.
Category: Pulse
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.
AMU PATH Fireside Chat: Bumper-to-bumper breakdown of aluminum’s changing role in today’s vehicles
The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.
AMU PATH Fireside Chat: Bottlenecks and backchannels in the freight market
The kickoff session of Aluminum Market Update's fireside chat tackled the turbulence facing the freight market in an increasingly protectionist environment.
Aluminum imports: FTZ vs bonded warehouse - What you need to know
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.
Markets are moving - but big tariff questions hang in the air
It is a clear sign that risk has re-entered the conversation, and buyers are already having to adjust. Again.
Tariff whiplash: 50% tariffs join the melt mix
Just when we thought we’d get a breather from tariffs news, President Trump has announced his intention to double tariffs on aluminum imports to 50% effective June 4th.
FERC rejects MISO proposals for breaking interconnection backlog
We are no closer to breaking the bottleneck of stranded generation seeking connection to the grid.
Liberation Day denied: Court overrules IEEPA tariffs
A federal trade court found that Trump’s use of the International Emergency Economic Power Act (IEEPA) to justify tariffs early April and dubbed the “Liberation Day” tariffs was unconstitutional.
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.