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.
Category: Pulse
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.
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.
Week-in-review: Smelters, scrap, and a squeeze play
Terminal markets firmed up amid new smelting announcements, tightening bauxite expectations, and jittery macro signals.
Teamsters gain foothold at Real Alloys
Real Alloy’s Morgantown plant voted to join Teamsters Local 89. Time will tell whether this will prove unsettling to this operation, given the Teamster's history with the company.
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.