AMU Survey: Scrap availability rebounds as logistics costs rise
AMU's May survey results showed higher obsolete scrap availability as respondents continued reporting elevated freight costs and UBC price expectations moderated.
Tag: Freight
Community Chat: Posner warns metals sector to brace for logistics shockwaves
Global shipping volatility is tightening its grip on metal supply chains. And the risks are not easing; in fact, they’re escalating, according to Anton Posner, CEO of Mercury Resources.
Join AMU and SMU for a Community Chat with Mercury Resources CEO Anton Posner
Anton Posner, CEO of Mercury Resources, will join Steel Market Update (SMU) and Aluminum Market Update (AMU) for a Community Chat on Thursday, May 14, at 11 am ET.
Class 8 surge, trailer slump complicates trucking recovery narrative
ACT Research and FTR Intelligence data showed Class 8 truck orders increased sharply in early 2026 even as trailer demand, OEM deliveries and manufacturer shipments remained weaker.
Join SMU and AMU for a Community Chat with Mercury Resources CEO Anton Posner
Anton Posner, CEO of Mercury Resources, will join Steel Market Update and Aluminum Market Update for a Community Chat on Thursday, May 14, at 11 am ET.
AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
Midwest P1020 market and replacement costs converging
Midwest aluminum premiums are converging with replacement costs as Gulf supply risks lift duty-paid import replacement near $1.05 per pound.
Panama Canal congestion could add to supply chain concerns
The market has been naturally fixated on the disruption of aluminum exports from the Persian Gulf. However, there is another shipping problem that also may have repercussions on the movement of manufactured goods originating in the Pacific. That is extreme congestion at the Panama Canal.
The Iran conflict's impact on demand, prices
Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.
North America rail freight shipments: Gauging industrial demand
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.