Tax incentive rollbacks could dent aluminum demand for solar sector
Solar remains one of the most aluminum-intensive growth markets in North America.
Tag: Market
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.
Markets are moving - but big tariff questions hang in the air
It is a clear sign that risk has re-entered the conversation, and buyers are already having to adjust. Again.
Liberation Day denied: Court overrules IEEPA tariffs
A federal trade court found that Trump’s use of the International Emergency Economic Power Act (IEEPA) to justify tariffs early April and dubbed the “Liberation Day” tariffs was unconstitutional.
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.
Recyclers aren’t on the menu; they have a seat at the table
ReMA's Spotlight on Aluminum highlighted a litany of pressure points shaping the industry, with a particular emphasis on the aluminum scrap frontier.