Midwest and European premiums favoring Canadian producers
Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.
Tag: LME
LME contangoes: Why they may or may not matter
Volatile LME spreads may not directly dictate physical aluminum prices, but with tight inventories, rising Midwest premiums, and traders creating "artificial contangoes", financing costs are increasingly being pushed into the physical market.
Trader takeaways: What the LME lending rule really changes (Part 2)
If you are long the front and over the stock, you are now the market’s liquidity provider.
What the LME’s new lending rule means for U.S. aluminum buyers (Part 1)
Addressing the risk before it turns into another crisis.
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.
Aluminum imports: FTZ vs bonded warehouse - What you need to know
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.
Billet Market Starts to Move Higher
The billet market has been quiet in 2025 so far, but extruders exposed to the spot market are now facing some challenges.
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
New U.S. tariffs on aluminum: A crackdown or just chaos?
The latest round of tariffs on aluminum and steel isn’t just about stopping direct imports, it’s about shutting down the backdoors that have let foreign metal, especially from China, slip into U.S. manufacturing through other countries. The new rules focus on where the metal was originally smelted and cast, not just where the final product […]