AMU Survey: MWP/UBC expectations and scrap outlook
January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.
Tag: Midwest premium
Week-in-Review and Thoughts for the Upcoming Week of 01/26/2026
A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.
Alcoa reports full-year 2025 results, details 2026 outlook
Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.
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.
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.