Category: Supply Chain Dynamics

First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.

The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.

This project, which the Chicago-based producer expects to reach full production by the end of June, aims to increase total US primary aluminum production by 10%.

We expect markets to open on the back foot as we head into the new week. And we would not be surprised to see a good portion of Friday's losses in oil recouped once trading in Asia gets underway.

LME and Midwest premiums are rising, and a conflict in Iran is just one of several challenges the market is facing.

Mumford Metal Casting has been acquired, with a closer look at the structure and operating profile of its Midwest die casting assets.

Contract negotiations between Alcoa and a United Steelworkers local in New York State are still on pause as the two sides work on economic proposals.

A drone attack at EGA's Al Taweelah plant has triggered force majeure declarations on select products, with potential supply disruptions.

Glencore's acquisition of a 45% stake in a South Carolina recycling facility alongside Alumicore marks a shift from marketing rights to equity in US scrap-fed aluminum operations.