Tag: LME aluminum

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.

Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.

Join aluminum experts and Aluminum Market Update (AMU) contributors Greg Wittbecker and Edward Meir for an AMU Community Chat on on Thurs., Jan. 22, at 11 am ET to find out.

The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.

An explainer on how aluminum options function as price insurance, outlining common strategies and practical use cases for producers and consumers.

This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.

Recent swings in aluminum supply-demand balances reveal the practical gap between accuracy and precision, showing how real smelter disruptions can upend even the most carefully constructed forecasts.

This AMU Explainer breaks down how LME open interest works and how it can help you interpret shifts in market sentiment and price direction.

Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.

Aluminum finished down by 1.25%. But there is no easing in physical premiums, which continue to climb in both the US and Europe.