Final Thoughts
December 11, 2025
Written by Greg Wittbecker
As a 40- year veteran of the aluminum sector, I have done my share of supply and demand forecasts.
In my role as Vice President of Industry Analysis at Alcoa, I delivered quarterly updates that painstakingly compared our internal top-down/bottom-up estimates with third-party analysts such as CRU.
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.
