Category: Pulse

Upcoming USTR port fees targeting Chinese-built vessels are set to upend transpacific shipping costs, squeeze capacity, and ripple through U.S. supply chains as early as 2026.

Weakening truck and trailer orders, freight volume declines, and newly expanded Section 232 tariffs on aluminum derivatives signal mounting pressure on margins and investment decisions across the commercial vehicle sector.

Three of the four cast houses are fully commissioned and are producing all 3000, 5000 and 6000 series ingots for industrial, can sheet and automotive sectors.

A lawsuit in filed against the City of Benson, Arizona could delay Aluminum Dynamics' flagship secondary smelter.

Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.

July's producer price index (PPI) and manufacturing survey (M3) data show an aluminum sector that looks steady on paper but is shrinking once inflation is stripped away, with costs cascading unevenly through the supply chain.

It's not too late to catch up on what potential scrap export bans could mean for the market.

The August AMU survey reveals lead times lengthening for sheet but easing for billet and extrusions, with distributors, producers, manufacturers, and recyclers each reporting conditions shaped by their position in the value chain.

Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.

Volatile LME spreads may not directly dictate physical aluminum prices, but with tight inventories, rising Midwest premiums, and traders creating "artificial contangoes", financing costs are increasingly being pushed into the physical market.