Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Category: Pulse
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Earth Day: Aluminum is still one of the most recyclable metals out there
In the U.S., nearly half of the aluminum supply is already coming from recycled material.
Big headline, small impact: Aerospace demand through trade disruption
China’s move may matter politically, but from a raw materials standpoint, the bigger story is how little clarity there still is when it comes to what “aerospace demand” really means for aluminum.
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
March Market Wrap: The aluminum industry still trying to sort things out
Trump’s March 1 executive order stirred the pot, especially with talk of reciprocal tariffs and new Section 232 cases.