Leadership changes, new plants and looking ahead to 2026
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.
AMU Explainer is a series where we demystify parts of the aluminum industry.
Meir spoke last week during an AMU Community Chat on a wide range of topics affecting the aluminum market.
For a third week in a row, there was intense volatility in the US equity markets that spilled over into metals, bitcoin, and energy. Bitcoin is now trading at a seven-month low while some of the other cryptocurrencies have rolled back pretty much their entire yearly advance in just the last three weeks. A stronger dollar – now at a six-month high – contributed to the general selling.
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
It was another volatile week in the markets as wild gyrations in US equities rocked the commodity space as well. By week's end, both complexes went their separate ways. Stocks closed mixed, while commodities ended lower based on a general index that we follow.
Contract talks for U.S. value-added aluminum products are reaching a critical stage, with billet, primary foundry alloys, and wire rod upcharges diverging as buyers and producers race to finalized 2026 pricing.
Current leadership is sticking to a conservative approach that optimizes its existing portfolio, while steadily improving the balance sheet.
Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.