U.S. aluminum buyers and sellers are bracing for a bruising 2026 contract season as tariffs, tight supply, and shifting scrap economics threaten to push Midwest premiums and upcharges to unprecedented levels.
Private equity-backed moves by Fulton Asset Management and KPS Capital Partners highlight how consolidation is reshaping North American extrusion capacity, with strategies aimed squarely at construction and industrial end markets.
The standoff at Pace Industries' Pennsylvania operations offers a snapshot of its Loyalhanna plant and how they fit into Pace's wider aluminum network.
LKQ Corp.'s decision to sell its Self Service segment may look like a minor portfolio shift, but it strikes at the heart of the U.S. auto dismantling systems that feeds into the zorba supply chain.
They're low. This is what's going on.
Recycling rates are just one of the factors at play when considering scrap export bans
The U.S. scrap market is sitting on a significant opportunity in UBC and zorba recovery, but without structural change and serious private-public investment, that potential will keep slipping through our fingers.
Novelis is partnering with DRT for 99% recycled content in beverage can end stock, reshaping the numbers behind one of aluminum's most specialized markets.
Join AMU experts Greg Wittbecker and Nicholas Bell on Aug. 21 at 11 a.m. ET as they explore the potential impact of looming scrap export restrictions.
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.