Is there a path forward for a U.S.-Canada aluminum deal? Part 1.
The lack of progress on aluminum concessions is frustrating to people on both sides of the border given the precedent of concessions in crude oil and potash.
Category: Trade Policy and Tariffs
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
The enigma of recycled metals’ apparent demand and pricing
The U.S. scrap market is sitting on a significant opportunity in UBC and zorba recovery, but without structural change and serious private-public investment, that potential will keep slipping through our fingers.
Join AMU for a webinar about looming scrap export bans
Join AMU experts Greg Wittbecker and Nicholas Bell on Aug. 21 at 11 a.m. ET as they explore the potential impact of looming scrap export restrictions.
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
Century to restart production at Mt. Holly smelter
Century plans to invest about $50 million in the effort, adding about 10% to US production.
Nemak cuts a leading role: Monclova site exiting the cast?
A Nemak plant is on its way out as global automaking reshapes what type of demand matters.
The fallout from the unprecedented movement in Midwest Premiums
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.