One month into the Iran war
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
Category: Supply Chain Dynamics
March survey aluminum market chatter
Survey responses show demand at a reduced level, with buying ahead, tightening supply, and limited imports shaping market activity.
Middle East smelter attacks trigger global aluminum supply concerns
The aluminum industry is bracing for significant supply-chain repercussions after Iranian strikes hit two major Gulf smelters – Emirates Global Aluminium’s (EGA) Al Taweelah complex in the UAE and Aluminium Bahrain (Alba) – on March 28.
AMU Explainer: Netback calculations
Netback calculation is a mechanism to determine the highest revenue return for a product expressed on an FOB smelter basis.
Aluminum Extruders Council annual meeting highlights
Extruders flagged mounting Gulf supply risks, tight US inventories, and a shift toward scrap-driven billet economics.
Dynacast adds aluminum die casting capacity with Platinadora Baja deal
Dynacast's acquisition of Platinadora Baja expands its North American footprint, reinforcing regional die-casting capacity amid ongoing supply chain realignment.
AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
GM to invest $40 million to expand Toledo transmission plant capacity
GM will invest $40 million in Toledo Propulsion Systems to expand capacity and add a new transmission variant.
Alcoa draws new orders as Iran war continues
Aluminum producer Alcoa is getting more interest from customers as states in the Persian Gulf region curtail production amid the Iran war.
Taking the pulse of railroad freight
The shipment data on primary metals ex Canada is not validating what people are saying about higher exports yet.