Contributor: Greg Wittbecker

How Venezuela figures into the aluminum sector

There are some tactical resolutions in this list that are essential for the companies involved to achieve their financial results for 2026. Some are aspirational and may take more than 2026 to happen.

Trailers represent a significant source of demand for aluminum extruders and sheet mills, consuming a lot of 6061 alloys. So, any softness in trailer orders is not welcome news.

An explainer on how aluminum options function as price insurance, outlining common strategies and practical use cases for producers and consumers.

As aluminum markets head into 2026, LME prices appear structurally supported while the Midwest premium looks increasingly risky and politically distorted, forcing buyers and sellers to hedge very differently.

Australia is hardly alone in intervening in heavy industry.

Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.

Despite competing fiercely for market share, aluminum and plastics share the same structural recycling failures rooted in incentives and policy resistance.

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.