March Market Wrap: The aluminum industry still trying to sort things out
Trump’s March 1 executive order stirred the pot, especially with talk of reciprocal tariffs and new Section 232 cases.
Tag: LME aluminum
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
Week in review: Aluminum's next battleground
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:
AMU Week in Review: Tariff delays, premium swings, and global supply chain risk
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 […]
The pulse beat - WYKYK
The big bad backwardation – How the future’s spread will affect you
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, […]
Aluminum Midwest Premium: Tariffs, trade and demand
All roads seem to point to a higher Midwest Premium, no matter who gets elected.
Construction sector adds jobs, plans for stronger activity
“Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions."