Category: Supply Chain Dynamics

Midwest aluminum premiums are converging with replacement costs as Gulf supply risks lift duty-paid import replacement near $1.05 per pound.

ALBA joins Qatar’s 40% curtailment of 260,000 tons, bringing cumulative curtailments to 560,000 tons.

Rio Tinto's aluminum supply agreement with Prysmian highlights tightening redraw rod availability in North America as tariffs, smelter closures and cable demand reshape supply.

The market has been naturally fixated on the disruption of aluminum exports from the Persian Gulf. However, there is another shipping problem that also may have repercussions on the movement of manufactured goods originating in the Pacific. That is extreme congestion at the Panama Canal.

Chinese firm GCL is exploring a 3 milllion-ton-per-year aluminum smelter in Nigeria, but historical failures and questionable capex estimates raise doubts.

Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.

These producers are not rookies. They understand how to manage the long supply chains from the Gulf into the US.

The war in the Persian Gulf is still fluid and the risk to production and shipments remain grave

Pace Industries plans to close two die-casting plants in Muskegon, Michigan, following the news of the planned closure of its Harrison, Arkansas plant, further reducing its US casting footprint.

The Oklahoma aluminum smelter project backed by Emirates Global Aluminium and Century Aluminum appears to be advancing toward a power deal, though elevated electricity costs and high Midwest premiums continue to complicate the economics.