Category: Supply Chain Dynamics

Meir spoke last week during an AMU Community Chat on a wide range of topics affecting the aluminum market.

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.

Robert DeFrancesco and Alan Price, trade attorneys with Wiley Law, discussed the impact tariffs have had on steel and aluminum markets, and what could happen if they are changed or repealed.

Alumina is the biggest cost to an aluminum smelter, closely followed by power.

The metals industry can confusing for a newcomer. The aim of this series is to explain these terms and practices in plain language.

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.