From the front lines to the furnace: Aluminum’s role in American resilience
Memorial Day gives us a moment to reflect on the materials and industries that have supported American strength.
Tag: Market
A week of underwhelming developments
The Administration was eager to announce its first major trade deal on Thursday May 8. Unfortunately, the media probably gave more airtime to the news that Robert Prevost was the first American elected Pope in the Roman Catholic Church. Timing is everything…. but still the deal had important symbolism.
Week in Review: Aluminum holds ground, but pressure builds beneath it
Week in Review: May 8, 2025
The U.S.-UK trade deal opens doors
The new trade deal between the U.S. and the United Kingdom (UK) is being called historic, and for good reason. It gives American producers better access to UK markets and puts a hard quota on British car exports. But for metals and recycling, the bigger story may be the creation of what officials are calling a new union for steel and aluminum.
Aluminum takes the wheel: Passenger car reaches a crossroads
For domestic automotive manufacturers, first quarter earnings results defined by a familiar theme: suspended guidance and constant references to “tariff uncertainty”.
Why FTZs and in-bond warehousing still matter in a tough tariff environment
With tariffs back on the table, aluminum companies are feeling the squeeze. While most attention has focused on cost hikes and policy shifts, some critical tools are still in play. Foreign trade zones (FTZ) and in-bond warehousing may not offer the same levers they once did, but they still give companies a way to manage risk, improve flexibility, and stay competitive - especially if you're handling LME-grade primary aluminum or shifting toward recycled inputs.
What CRU’s new outlook could mean for the downstream aluminum market
CRU just took a red pen to its global economic forecast and they didn’t hold back. They’re calling this the biggest monthly downgrade since the pandemic, and tariffs are at the center of it.
Buried in the footnotes: Overlooked numbers that mattered in earnings season
With earnings season largely behind us it’s time to move past the headline numbers and into the filings – where a few key items across major downstream players deserve closer scrutiny.
CDFI fund freezes new CDE applications: Why it could matter for aluminum and recycled metals
Starting June 2, the U.S. Treasury’s CDFI Fund is putting a pause on new applications for Community Development Entity (CDE) certification. They’re calling it a blackout period. It’s temporary, for now, but it’s something to watch, especially if you’re in construction or metals.
February aluminum market: Stability, uncertainty, and the weight of tariffs
The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]