Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Tag: Midwest premium
The art and science of Midwest Duty-Paid Premium discovery
When calculating replacement cost, let’s be clear. The process tells us what a given commodity “ought to be worth”, not what it will subsequently trade at.
What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
Squeezed in the middle: What downstream buyers need to watch now
This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Markets are moving - but big tariff questions hang in the air
It is a clear sign that risk has re-entered the conversation, and buyers are already having to adjust. Again.
Tariff whiplash: 50% tariffs join the melt mix
Just when we thought we’d get a breather from tariffs news, President Trump has announced his intention to double tariffs on aluminum imports to 50% effective June 4th.
Muscle Shoals shuffle: Constellium's scrap strategy
The company noted improvements in North American scrap margins, but the details demand a closer read.
Aluminum market Q&A: Unpacking the chaos
Cutting through the noise. Breaking down the big questions trending in aluminum today.
Tariff turmoil, Part 2: Navigating the premiums puzzle
Exploring the potential duty scenarios that may impact the trajectory of the Midwest premium.