Join AMU for a webinar about the future of premiums and scrap tolling
Join AMU experts Greg Wittbecker and Nicholas Bell on Thursday, September 25 at 11 a.m. ET
Category: Pulse
Market sector deep dive: Solar
An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.
Looming USTR port fees will add to freight costs
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.
Commercial vehicle update: Demand softens while structural costs mount
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.
SMU Steel Summit: Aluminum Dynamics' Mississippi plant ramping up
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.
Lawsuit challenges Aluminum Dynamics' plans for Arizona plant
A lawsuit in filed against the City of Benson, Arizona could delay Aluminum Dynamics' flagship secondary smelter.
Midwest and European premiums favoring Canadian producers
Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.
PPI and M3 data: Inflation makes aluminum growth disappear
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.
AMU's webinar on scrap export bans is now available
It's not too late to catch up on what potential scrap export bans could mean for the market.
AMU Survey: Lead times split by product group
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.