What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.
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.
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.
The kickoff session of Aluminum Market Update's fireside chat tackled the turbulence facing the freight market in an increasingly protectionist environment.
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.