The art and science of Midwest Duty-Paid Premium discovery
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.
Just when we thought we’d get a breather from tariffs news, President Trump has announced his intention to double tariffs on aluminum imports to 50% effective June 4th.
Has Section 232 survived the latest legal challenge?
May moved the market. Are you ready for June?
A federal trade court found that Trump’s use of the International Emergency Economic Power Act (IEEPA) to justify tariffs early April and dubbed the “Liberation Day” tariffs was unconstitutional.
Terminal markets firmed up amid new smelting announcements, tightening bauxite expectations, and jittery macro signals.