Tag: LME aluminum

Join AMU experts Greg Wittbecker and Nicholas Bell on Thursday, September 25 at 11 a.m. ET

This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.

Downstream players are left guessing which market signals are real and which are being quietly managed behind the scenes.

Trump’s March 1 executive order stirred the pot, especially with talk of reciprocal tariffs and new Section 232 cases.

From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.

This week was a wake-up call, tariffs are expanding, supply chains are shifting, and pricing pressure is building. The market isn’t moving in a straight line, and companies that aren’t paying attention now will feel it later. Here’s this week’s key takeaways: Industry shifts: Openings and Closures What to watch next:

This first week of February 2025 saw tariffs dominate the aluminum market conversation, with Trump imposing 25% tariffs on Canadian and Mexican imports, then delaying their implementation for 30 days after negotiations with both governments. China wasn’t so lucky, as the U.S. followed through with a 10% tariff on Chinese goods, prompting immediate retaliatory tariffs […]

Some of you might be scratching your heads, wondering why you should even care about future’s spreads when you’re doing deals back-to-back. Well, hang tight, and I’ll break it down for you in plain terms. What happened to the Mar-April aluminum spread on the LME? The spread between March and April went into a backwardation, […]

All roads seem to point to a higher Midwest Premium, no matter who gets elected.