Smelter news, earnings and tariffs, of course

Let’s kick off our look at February with the latest from Aluminum Market Update’s survey. Last month’s results showed some notable shifts across measured lead times and sentiment. We dig into where pressures are building and how they are moving through the value chain.

Will competitors find a way to work together? That’s what Century Aluminum and Alcoa hope as they sell idled smelters to data center companies.