Tag: Primary aluminum

Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.

January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.

“Both parties will now solely focus their greenfield development efforts in the United States on the Inola, Okla., site,” the companies said in a press release.

The smelter is expected to be fully ramped up by end of the year, the mining company said.

Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.

Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.

Atalco is getting a $450 million infusion to expand production in Louisiana

Labor agreements across US aluminum producers are converging around 2026, bringing collective bargaining timelines into sharper focus this year.

December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.

The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.