Trader takeaways: What the LME lending rule really changes (Part 2)
If you are long the front and over the stock, you are now the market’s liquidity provider.
Category: Trade Policy and Tariffs
Aluminum's turning point
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
Why Superior Industries' collapse should matter to the downstream aluminum market
Superior Industries is officially off the New York Stock Exchange, and while that might sound like a corporate headline, it carries bigger weight for anyone tied to the aluminum supply chain.
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
What the LME’s new lending rule means for U.S. aluminum buyers (Part 1)
Addressing the risk before it turns into another crisis.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
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.
What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.