Aluminum producer Norsk Hydro and automotive casting manufacturer Nemak agreement focuses on expanding the use of post-consumer scrap and shifting to lower-carbon energy sources.
As pressures mount across the aluminum value chain, key signals buried in LKQ’s latest earnings both hint and obscure deeper shifts in how auto-related aluminum flows are being sourced, stockpiled, and sold.
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
This is less about warehousing and more about relevance.
The ruling might not be the last word – but it’s a signal on where future cases my land.
China’s move may matter politically, but from a raw materials standpoint, the bigger story is how little clarity there still is when it comes to what “aerospace demand” really means for aluminum.
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Global trade partners hit back hard, targeting US aluminum, autos, and more.