Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Tag: Import
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
What shoes have to do with Washington's aluminum fight
Not just cans and cars, aluminum tariffs step into new territory.
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
The art and science of Midwest Duty-Paid Premium discovery
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
AMU PATH Fireside Chat: Bottlenecks and backchannels in the freight market
The kickoff session of Aluminum Market Update's fireside chat tackled the turbulence facing the freight market in an increasingly protectionist environment.