The Iran conflict's impact on demand, prices
Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.
Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.
LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.
Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
Aluminum Market Chatter from survey respondents.
Expectations for UBC scrap prices remained stable in October. What shifted was the composition of the remainder.
AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.