Canada's next steps in aluminum
Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.
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.
The Aluminum Association is urging the U.S. government to ban exports of used beverage container (UBC) scrap to keep high-quality recycled aluminum within North America and strengthen domestic supply for manufacturers.
Weakening truck and trailer orders, freight volume declines, and newly expanded Section 232 tariffs on aluminum derivatives signal mounting pressure on margins and investment decisions across the commercial vehicle sector.
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.
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.