Final Thoughts
August 20, 2026
Written by Stephanie Ritenbaugh
Next week, AMU will kick off its first Aluminum Summit.
It will be the perfect place to discuss what changes to Section 232 are brewing. Or trends in the LME and Midwest premiums and how the war in Iran is factoring in. As well as onshoring, domestic production, recycling, and end markets.
The shipment was part of an offtake agreement between private investment group Heeney Capital, Mercuria Energy Group and the Venezuelan government.
Stellantis’ Etobicoke Casting Plant faces uncertain production commitments and potential operational disruption as Unifor prepares strike authorization votes.
Commercial vehicle orders have surged in 2026, but policy-driven timing may be making the market look stronger than current production and supplier sales.
The Midwest premium could slip if Canada reroutes primary back to the US. But the balance in supply would still be coming from other countries, likely the Persian Gulf.
Canada and the EU. Russian sanctions. China talks.
