Tag: Can

While spreads in the 66-67% range offer relief from the 82-83% squeeze seen earlier this year, they’re resting on a delicate equilibrium.

Domestic increases in mill capacity and a struggling recycling rate, amid China's relaxed UBC scrap import policy, fail to make the case for banning US exports.

In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.

The company noted improvements in North American scrap margins, but the details demand a closer read.

Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]

In our Final Thoughts commentary last week, we discussed how used beverage container (UBC) price had become expensive. Conversations at the Platt’s conference centered around what would break the upward trend in prices. As I learned from my oldest mentor at Cargill (when I was a very green and very naïve grain trader), “the cure […]

Declining recycling rates and tightening supply chains are amplifying concerns across the market.

Sometimes, no news is good news, but not when you're at a conference where contracts are supposed to be written up at.

ReMA Roundtable: Deal, no deal. If people aren't coming to the Roundtable to execute annual contracts this year, then where has their focus shifted to?

The recycled metals market is facing volatility and potential growth, driven by economic and uncertainty, infrastructure expansion, and evolving trade and environmental policies.