Category: Supply Chain Dynamics

Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.

Century Aluminum posted lower fourth-quarter shipments due to an Iceland outage, while outlining Mt. Holly restart progress, Oklahoma developments and a 2026 shipment reduction.

The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.

The new tariff is expected to be enacted over the next several days using Section 122.

Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.

Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.

Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.

Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.

The bill on the IEEPA tariffs will go to the Senate for a vote.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Feb. 16.