Edward Meir’s week in review and thoughts on the week of July 20, 2026
We have seen aluminum correlate quite well with oil prices since the Iran war started. But there has been a noticeable disconnect between the two over the past few weeks.
Tag: China
Constellium sells China auto JV
The Constellium Engley (Changchun) Automotive Structures facility produces aluminum crash management systems and other structural components for the Chinese automotive market
LME Clear raises renminbi collateral limit, accepts Hong Kong warrants
LME Clear increased member renminbi collateral limits, shortened collateral notice periods and approved Hong Kong warrants for collateral use.
Commerce issues preliminary trailer duty determinations, ends Canada subsidy case
Commerce issued preliminary duty determinations on van-type trailer imports from China and Mexico while terminating the Canadian subsidy investigation and advancing the remaining trade cases toward a final decision.
Report: US needs to invest in major metals to compete with China
The US is competing with China on advanced technologies, semiconductors and critical minerals, but major metals aren’t getting enough attention, according to a report from the SAFE.
IAI April aluminum output falls as GCC declines outweigh gradual Western restarts
The International Aluminium Institute's April figures showed Gulf production losses and the Mozal shutdown outweight modest gains from Europe, China and North America.
Edward Meir's week in review and thoughts for the week of May 18, 2026
There was a lot going on this past week on both the geopolitical and economic fronts. Investors were fixated on the two-day visit to China by President Trump. He arrived in Beijing last Wednesday night, with a massive corporate delegation in tow. Expectations were high that some progress would be made on a host of thorny issues. But at the end of the day, the trip produced relatively modest results.
Edward Meir's week in review and thoughts for the week of April 20, 2026
We expect markets to open on the back foot as we head into the new week. And we would not be surprised to see a good portion of Friday's losses in oil recouped once trading in Asia gets underway.
Can China succeed where Nigeria's ALSCON smelter failed?
Chinese firm GCL is exploring a 3 milllion-ton-per-year aluminum smelter in Nigeria, but historical failures and questionable capex estimates raise doubts.
ITC issues affirmative preliminary injury determination in truck trailer duty investigation
The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.