Growth Markets
May 29, 2025
Written by Greg Wittbecker
The 90 day pause in tariffs on China has led to a massive rising in container movements across the Pacific to the U.S. West Coast. We discussed rates last week. Now let’s talk about congestion.
Intuitively, it is tempting to say, “what’s the problem, the volume is only moving back to pre-tariff levels, these ports were built for this kind of volume.”
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.
At ADI’s facility in Mississippi, all three cold mills are now operational, which will allow ADI to access the full 650,000-metric-ton annual capability, the company said.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Ken Simonson, chief economist for the Associated General Contractors of America (AGC), will join SMU and AMU for a Community Chat webinar on Wednesday, Oct. 28, at 11 a.m. ET.
Aluminum sheet lead times rose modestly in October, while broader supply indicators remained largely stable after September’s shift.
