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.
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.
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.
Industry respondents overwhelmingly expect UBC prices to remain stable in the current month, even as Class scrap and Midwest premium expectations point in different directions.
Production metrics can gauge whether there are more premium shocks in our future.
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.