Global Trade
June 30, 2026
Written by Stephanie Ritenbaugh
During a time of trade uncertainty, supply disruption, and shifting demand, now is a critical time to understand the latest on what is happening in aluminum and what might lie ahead.
And Aluminum Market Update is excited to share that we will host our inaugural Aluminum Summit in August to discuss those topics and more!
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.
