Edward Meir's Week in Review for AMU: Dec 15, 2025
Base metals ended mostly lower last week as many complexes were quite overbought and arguably due for a correction.
Tag: Inflation
Quarterly tariff cycle: Section 232 inclusions reopen... again
Section 232's recurring inclusions, layered alongside overlapping and contested tariff regimes, have turned aluminum trade policy into a rolling mechanism that boosts GDP on paper, stokes inflation in practice, and leaves buyers navigating uncertainty as the only constant.
PPI and M3 data: Inflation makes aluminum growth disappear
July's producer price index (PPI) and manufacturing survey (M3) data show an aluminum sector that looks steady on paper but is shrinking once inflation is stripped away, with costs cascading unevenly through the supply chain.
Construction faces headwinds from tariff uncertainty, immigration crackdown
Tariffs and inflation have been playing havoc on prices and higher interest rates, and lending requirements have made financing more difficult.
Novelis Q3 earnings call: Key takeaways and what it means for the market
Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]
Kaiser Aluminum eyes positive impact of tariffs
Kaiser reported net income of $12 million for the third quarter.
Week in Review: Steady prices, construction surge and global uncertainty
What's influencing the market and shaping industry outlooks?
Ahead of the Fed: Watching this week's economic data
Wednesday afternoon, the Fed is scheduled to hold a news conference outlining its latest policy.
Fed to meet next week as economy throws mixed signals
Are we seeing progress toward lower inflation or is a generally resilient economy wavering?