Contributor: Gabriella Vagnini

From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.

This is bigger than just about cars. It’s a signal that trade policy is back on the table in a big way.

Does it feel like we're still in a holding pattern? Or is there finally direction?

The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]

This week was another rollercoaster in the aluminum and scrap industries, with tariffs once again front and center. The back-and-forth on trade policy has left buyers, producers, and traders scrambling to keep up with shifting enforcement timelines and new restrictions. Tariffs take effect, for now On March 4, the U.S. moved forward with a 25% […]

Tariffs and trade Aluminum market Supply chain and raw materials Industry and policy U.S.- Ukraine confrontation and Russia looming in the background Earnings and corporate updates What’s Next?

February didn’t let the aluminum market rest. Between tariff battles, supply chain disruptions, and big shifts in domestic production, we’re seeing a major reshaping of the industry. The U.S. is tightening trade policies, global premiums are fluctuating, and key players are making moves that will define the next few months. Here’s a full breakdown of […]

The 25% tariff on aluminum imports, implementing in Q1 2025, has completely shifted global trade flows. With country specific exemptions gone, Canada and Mexico are feeling the hit. With the playing field now level, the assumption was that the UAE and India would fill the gap, but now, Ukraine may be the wild card that […]

This week was a wake-up call, tariffs are expanding, supply chains are shifting, and pricing pressure is building. The market isn’t moving in a straight line, and companies that aren’t paying attention now will feel it later. Here’s this week’s key takeaways: Industry shifts: Openings and Closures What to watch next:

Constellium’s latest earnings report confirmed what most in the aluminum market already saw coming, 2024 was a rough one. Weaker demand, tighter scrap spreads, and a major operational hit from flooding at their Valais facility all dragged on performance. The numbers tell the story: Q4 revenue came in at $1.72 billion, down 1% YoY, with […]