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Tag: Middle East
Edward Meir's week in review and thoughts for the week of June 15, 2026
There were a number of dizzying geopolitical headlines coming out of Washington and the Persian Gulf this past week that played havoc with the various markets.
Edward Meir's week in review and thoughts for the week of June 8, 2026
Going into this week, focus will remain on US equity markets as investors wait to see whether Friday's selloff will intensify, in which case we could see knock-on price declines in a number of other complexes—including base and precious metals.
Lead times, scrap trends, trade talks and more
News happens fast these days. Here are highlights from May to keep you informed.
IAI April aluminum output falls as GCC declines outweigh gradual Western restarts
The International Aluminium Institute's April figures showed Gulf production losses and the Mozal shutdown outweight modest gains from Europe, China and North America.
Edward Meir's week in review and thoughts for the week of May 25, 2026
Crude oil prices retraced late last week on growing optimism about the Iran war. All this sounds promising. But our sense is this is going to be an intricate sequencing game. And it runs the risk of unraveling if one side or the other seeks to prioritize its concessions over those made to the other. We will have to see what happens.
Automakers step back from EVs in favor of hybrids, gas-powered vehicles
Before the second Trump administration, many automakers banked on an electrified future, with federal and state tax breaks incentivizing consumers.
Community Chat: Posner warns metals sector to brace for logistics shockwaves
Global shipping volatility is tightening its grip on metal supply chains. And the risks are not easing; in fact, they’re escalating, according to Anton Posner, CEO of Mercury Resources.
Edward Meir's week in review and thoughts for the week of May 18, 2026
There was a lot going on this past week on both the geopolitical and economic fronts. Investors were fixated on the two-day visit to China by President Trump. He arrived in Beijing last Wednesday night, with a massive corporate delegation in tow. Expectations were high that some progress would be made on a host of thorny issues. But at the end of the day, the trip produced relatively modest results.
Aluminum stocks to stay in red, prices to stay high as Iran war continues
The LME price for aluminum spiked at the start of the US/Israel war on Iran and has lately hovered around $3,400-$3,600 per ton, not yet breaching $4,000.