Global Trade

June 2, 2025
Markets are moving - but big tariff questions hang in the air
Written by Gabriella Vagnini
Trump doubles tariffs. Now what for U.S. aluminum buyers?
Well, here we go again.
Global Trade

June 2, 2025
Written by Gabriella Vagnini
Well, here we go again.
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.