What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
Tag: Demand
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Week in review: Holding pattern or breaking point?
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.
UBC scrap spreads: A market caught between a thaw and a simmer
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.
West Coast port congestion
West Coast congestion returns as tariff chaos fuels container surge.
From the front lines to the furnace: Aluminum’s role in American resilience
Memorial Day gives us a moment to reflect on the materials and industries that have supported American strength.
Traxys teams up with Pure Aluminum, Consortium Metals to boost US recycled aluminum production
The partnership could reshape how recycled aluminum is processed and delivered to customers across the United States.
What CRU’s new outlook could mean for the downstream aluminum market
CRU just took a red pen to its global economic forecast and they didn’t hold back. They’re calling this the biggest monthly downgrade since the pandemic, and tariffs are at the center of it.