Join AMU Thursday for a Community Chat with Greg Wittbecker and Edward Meir
The soaring Midwest premium, scrap bans, tariffs and geopolitical issues—we have plenty to talk about in 2026.
Tag: Midwest premium
Edward Meir's Week in Review for AMU: Jan. 18, 2026
From the physical side, as prices for key commodities soar, demand retrenchment – if not outright destruction – materializes. We see this sign most clearly in the Chinese physical markets, which have turned extremely quiet of late in light of the steep price run-ups. That’s particularly the case in copper, nickel, and aluminum.
Edward Meir: Aluminum outlook for 2026
Trade deals, substitution, and the Midwest premium in the year ahead
Join AMU on Jan. 22 for a Community Chat with Greg Wittbecker and Edward Meir
Join aluminum experts and Aluminum Market Update (AMU) contributors Greg Wittbecker and Edward Meir for an AMU Community Chat on on Thurs., Jan. 22, at 11 am ET to find out.
Midwest premiums: Falling Canadian imports are telling
The US has seen a drastic decline in imports from Canada.
AMU Survey: UBC expectations fragment as scrap signals stabilized
December survey results show UBC price expectations becoming more debated even as scrap availability, inventory behavior, and Midwest premium expectations point toward steadier underlying conditions.
Midwest premiums: How high is high?
The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.
AMU Community Chat: Tanners on tariffs, smelters, and year ahead
Timna Tanners, Wells Fargo managing director, spoke about tariffs, supply and demand and the outlook for 2026 during a joint Community Chat hosted by AMU and its sister publication Steel Market Update.
To hedge or not to hedge
As aluminum markets head into 2026, LME prices appear structurally supported while the Midwest premium looks increasingly risky and politically distorted, forcing buyers and sellers to hedge very differently.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.