The fallout from the unprecedented movement in Midwest Premiums
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.
Aluminum market participants are increasingly concerned about demand, according to the results of our latest survey. And yet most - nearly 80% - expect the Midwest Premium to hold steady or increase on the impact of President Trump's tariffs.
“We have, so far, not seen big changes to our operations from tariffs and potential trade wars. Our main concern is whether the uncertainty will lead to a global economic downturn.”
Alcoa's chief executive says Canadian expansion plans are on hold as tariff threats escalate, forcing the aluminum giant to reroute metal and rethink investments.
Alcoa's Q2 earnings reveals a company increasingly tethered to North America, just as the world looks to reduce exposure to U.S. trade risk.
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
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.
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
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.