Contributor: Greg Wittbecker

Greg Wittbecker

Veteran aluminum executive Greg brings over 40 years of leadership experience from Alcoa, Cargill, and CRU. He offers rare depth in commercial strategy, policy analysis, and industry evolution, with expertise spanning the trading floor to the boardroom.

Waste Management looks at the future of recycling as landfills prepare to close

WM forecasts that 400 landfills will close in the next 15 years, putting greater emphasis on need for recycling.

Can scrap justify trading at a premium to primary metal?

As premiums on primary climb and low-carbon goals reshape buying, does the math - or melt loss - back up scrap trading above the cost of metal?

Can the West catch up with China on aluminum smelter costs?

What’s possible, and what’s not, for aluminum producers outside China.

Why China's aluminum capex stays so low

What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.

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.

Rail freight metrics

Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.

FERC rejects MISO proposals for breaking interconnection backlog

We are no closer to breaking the bottleneck of stranded generation seeking connection to the grid.

The courts pause Trump tariffs…. more uncertainty

Has Section 232 survived the latest legal challenge?

West Coast port congestion

West Coast congestion returns as tariff chaos fuels container surge.

EGA makes its move on U.S. primary aluminum supply gap

EGA has a sterling reputation for execution of big capital projects in smelting and refining, and it's early in the game, but the political winds seem to argue for energy provider Public Service Company of Oklahoma to cut a deal