Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Tag: Demand
Parsing construction demand: What Oldcastle and Jeld-Wen closures reveal about the B & C market
Plant closures at Oldcastle BuildingEnvelope and Jeld-Wen are two sides of the same coin: indicators of softening demand in different slices of construction.
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.
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.