Final Thoughts
January 10, 2025
Written by Greg Wittbecker
We are midway through January and people prone to post-holiday blues have shaken them off as they return to their normal routines. However, for the primary aluminum operators, “power blues” are enduring.
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.
