Export Growth
September 24, 2025
Written by Greg Wittbecker
For us graduates of the “dismal science” (economics), the periodic updates from the International Monetary Fund (IMF) and the Organization for Economic Cooperation and Development (OECD) are useful, high-level guides to what the academic community thinks about the global economy.
We can then compare those forecasts to what we all see in the trenches.
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.
Alcoa expects two other unnamed sites to follow the Massena East sale.
The shipment was part of an offtake agreement between private investment group Heeney Capital, Mercuria Energy Group and the Venezuelan government.
Rio Tinto maintained third quarter aluminum production as its Arvida smelter transition continued, while the company delayed two capacity projects at the Quebec complex.
