Contributor: Nicholas Bell

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.

Section 232 derivative guide, Part 1: Appliances, vehicles and tools

Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.

Parsing the new tariffs on semi-fabricated aluminum products

The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.

GE Appliances' U.S. investment and its die-casting implications

GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.

Light shines down on an aluminum can top

Means to an end: Novelis-DRT target 99% recycled content end stock

Novelis is partnering with DRT for 99% recycled content in beverage can end stock, reshaping the numbers behind one of aluminum's most specialized markets.

Novelis' Q2 margin squeeze amid diverging end markets

Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.

Nemak cuts a leading role: Monclova site exiting the cast?

A Nemak plant is on its way out as global automaking reshapes what type of demand matters.

Aluminz's new plant and the recasting of Texas/Oklahoma scrap map

From Mount Pleasant to Sapulpa, the supply chain is shifting with implications for scrap flows.

From Detroit to Tier 1: A field guide to the auto sector in Q2

A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.

Frames of cars are are in a production line

Second-quarter breakdown: Tracking divergence in automotive aluminum

Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.

Residential construction markets diverge

The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.