Why China's aluminum capex stays so low
What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.
Category: Supply Chain Dynamics
Squeezed in the middle: What downstream buyers need to watch now
This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Week in review: Holding pattern or breaking point?
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
The calm before the clause: When exchanges decide to intervene
Downstream players are left guessing which market signals are real and which are being quietly managed behind the scenes.
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.
AMU PATH Fireside Chat: Bottlenecks and backchannels in the freight market
The kickoff session of Aluminum Market Update's fireside chat tackled the turbulence facing the freight market in an increasingly protectionist environment.
Aluminum imports: FTZ vs bonded warehouse - What you need to know
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.
Markets are moving - but big tariff questions hang in the air
It is a clear sign that risk has re-entered the conversation, and buyers are already having to adjust. Again.
Aluminum in motion: What May 2025 means for your next move
May moved the market. Are you ready for June?