Global Trade
October 24, 2025
Written by Stephanie Ritenbaugh
Steel Dynamic Inc.’s aluminum segment isn’t concerned about automakers switching from the lightweight metal to steel because of recent supply chain issues.
During this week’s quarterly earnings call, Mark Millett, co-founder, chairman, and CEO of SDI, was asked about comments made by steelmaker Cleveland-Cliffs.
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.
