Aluminum Market Chatter: scrap export bans, US primary supply and more
Aluminum Market Chatter from survey respondents.
Aluminum Market Chatter from survey respondents.
The EU's preparatory work on possible aluminum scrap export restrictions provides the starting point for examining why current European scrap flows to the US remain too small to materially affect either region's can sheet market.
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.
Contract talks for U.S. value-added aluminum products are reaching a critical stage, with billet, primary foundry alloys, and wire rod upcharges diverging as buyers and producers race to finalized 2026 pricing.
Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.
Join AMU for a special webinar with Shapiro Metals CEO Bruce Shapiro on Thursday, Nov. 6, at 11 am ET. The live webinar will be free for all to attend. A recording will be available only to AMU and SMU subscribers. You can register here. Shapiro Metals started in 1904 with Bruce’s grandfather, who worked as a “junk peddler.” […]
The company cited, among other things, scrap purchases, tariff mitigations and the ramp-up of its plant in Switzerland.
Expectations for UBC scrap prices remained stable in October. What shifted was the composition of the remainder.
Chief Operating Officer Ingrid Joerg will succeed Jean-Marc Germain as CEO