Recent swings in aluminum supply-demand balances reveal the practical gap between accuracy and precision, showing how real smelter disruptions can upend even the most carefully constructed forecasts.
Although not large by overall industry metrics, the RV market is a barometer of consumer sentiment for discretional durable goods.
When we last reported on Chinese trade, the numbers showed a strong performance for September. Two months later, we see more growth. China shrugged off disappointing October exports of $305.4 billion to record November exports of $330.3 billion, according to data released by China’s General Administration of Customs. That was a 5.9% rise over October […]
Production metrics can gauge whether there are more premium shocks in our future.
This AMU Explainer breaks down how LME open interest works and how it can help you interpret shifts in market sentiment and price direction.
Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.
AMU Explainer is a series where we demystify parts of the aluminum industry.
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
Alumina is the biggest cost to an aluminum smelter, closely followed by power.
The metals industry can confusing for a newcomer. The aim of this series is to explain these terms and practices in plain language.