Category: Supply Chain Dynamics

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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.

Current leadership is sticking to a conservative approach that optimizes its existing portfolio, while steadily improving the balance sheet.

Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.

The Millersburg site will add a production facility to Ball’s Pacific Northwest portfolio, just over a year after the company shuttered its can manufacturing plant in Kent, Washington.

The latest International Aluminium Institute data for September show global production

Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.

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.