
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
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.
Tariffs take center stage