Edward Meir's Week in review and thoughts for the week of April 6, 2026
Aluminum was very in the spotlight this past week on growing concern about damage inflicted on some of the Persian Gulf's key smelters.
Aluminum was very in the spotlight this past week on growing concern about damage inflicted on some of the Persian Gulf's key smelters.
Dates for rest of year announced
The US will apply tariffs to the full value of aluminum-containing imports under a new Section 232 framework with tiered duty rates.
Kibar Americas has acquired Novelis' former Fairmont, West Virginia facility, a cold-rolling and foil finishing plant idled in mid-2025.
Data center spending is still driving much of the activity in the sector.
The survey provides you with a snapshot of the market as it is, even if that’s not always where it was forecast to be.
Survey responses show demand at a reduced level, with buying ahead, tightening supply, and limited imports shaping market activity.
We had another very sloppy week in the US equity markets, although commodities fared better. All three major equity indices are now in correction territory (down 10% or more from their highs) on account of both the Iran war and the rising interest rates the conflict is generating.
Netback calculation is a mechanism to determine the highest revenue return for a product expressed on an FOB smelter basis.
The EU’s carbon border adjustment mechanism (CBAM) isn’t just talk anymore. It’s here and here to stay. What does it mean for North America? To answer that question, Nick Ogilivie, product manager and CBAM lead at CarbonChain, will join AMU for a Community Chat on Thursday, April 9, at 11 am ET.