Global Trade
June 5, 2025
Written by Nicholas Bell
The debut of Aluminum Market Update (AMU) fireside chat couldn’t have come at a better time; on the very day the U.S. doubled down on Section 232 tariffs on aluminum and steel.
AMU’s managing editor, Gabriella Vagnini, opened the session with a warm welcome and set the tone for what turned out to be a sharp, candid conversation.
EGA has restarted 631 of Al Taweelah’s 1,262 reduction cells and still expects the smelter to return to full production in Q1 2027.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Aluminum sheet lead times rose modestly in October, while broader supply indicators remained largely stable after September’s shift.
Alcoa expects two other unnamed sites to follow the Massena East sale.
A Luxembourg court withdrew an order blocking a potential sale of Ardagh Metal Packaging, allowing Ardagh Holdings to resume preparations.
