Export Growth
September 24, 2026
Written by Stephanie Ritenbaugh
Alcoa said it’s now positioned well to handle an uncertain trade relationship between the US and Canada.
CFO Molly Beerman said the Pittsburgh-based aluminum producer is in a “fortunate and unique position in that we can benefit almost from any of the trade proposals that are currently open.”
Recycler forward expectations swung toward oversupply in September as inventory drawdowns eased and export demand lost August’s improving responses.
China is bumping up against its official primary production capacity limit of 45.3 million metric tons/year, but production can still increase through “capacity creep.”
“It's going to take some time to get back to the table."
Bridgnorth Aluminium is expanding beyond the lithographic sheet business it has traditionally been associated with in the US as Lotte, energy storage and data centers open new markets for its thin-gauge products.
