Aluminum's turning point
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
Tag: Market
Why Superior Industries' collapse should matter to the downstream aluminum market
Superior Industries is officially off the New York Stock Exchange, and while that might sound like a corporate headline, it carries bigger weight for anyone tied to the aluminum supply chain.
What the LME’s new lending rule means for U.S. aluminum buyers (Part 1)
Addressing the risk before it turns into another crisis.
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
Tax incentive rollbacks could dent aluminum demand for solar sector
Solar remains one of the most aluminum-intensive growth markets in North America.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
The art and science of Midwest Duty-Paid Premium discovery
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
Squeezed in the middle: What downstream buyers need to watch now
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.
The calm before the clause: When exchanges decide to intervene
Downstream players are left guessing which market signals are real and which are being quietly managed behind the scenes.
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.