Week-in-Review and Thoughts for the Upcoming Week of Jan. 26, 2026

This newsletter was prepared on Sunday, Jan. 25, 2026 at 4:00 p.m. US EST — It is hard to keep up with the explosive geopolitical landscape these days, where each week brings us a shocking development or near crisis. What’s more, these events seem to linger only briefly before being pushed aside by the next one.

This past week’s “in-and-out” trade was Greenland. President Trump’s fixation on acquiring the Danish territory was the subject of considerable angst as leaders prepared to attend the World Economic Forum in Davos, Switzerland. Upon arriving, President Trump reiterated that the US needed sovereignty over Greenland and said (previously) that he would impose an additional 10% tariff on eight North Atlantic Treaty Organization (NATO) members who opposed the US acquisition. After receiving pushback from European countries, which insisted that existing provisions in Greenland allowed the US considerable maneuverability, Mr. Trump backtracked the next day. The president was persuaded to back off amid intense domestic opposition, coupled with Europeans threats to scuttle the EU-US “Turnberry” trade accord now under review by the European Parliament.

Edward Meir

Edward brings more than a decade of hands-on experience in physical trading across aluminum, tin and scrap, paired with a deep fundamental market analysis background. His unique perspective strengthens AMU’s mission to deliver sharper insight, clearer context, and actionable intelligence for professionals across the aluminum value chain.