Aluminum Explainer: Options as a risk management tool
An explainer on how aluminum options function as price insurance, outlining common strategies and practical use cases for producers and consumers.
Tag: Primary aluminum
To hedge or not to hedge
As aluminum markets head into 2026, LME prices appear structurally supported while the Midwest premium looks increasingly risky and politically distorted, forcing buyers and sellers to hedge very differently.
AMU Community Chat: Grifone talks CBAM, tariffs and the global economy
“The global economy as we knew it for many years has gone and we have this sort of selective global economy – markets into markets.”
Aluminum Supply-Demand Forecasts: Accuracy versus Precision
Recent swings in aluminum supply-demand balances reveal the practical gap between accuracy and precision, showing how real smelter disruptions can upend even the most carefully constructed forecasts.
Join an AMU Community Chat With Cauvin Metals Director Massimo Grifone
Massimo Grifone, commercial director of Cauvin Metals, will be the featured speaker on the next Aluminum Market Update (AMU) Community Chat webinar.
AMU survey results: November lead times ease
November's AMU survey shows broad easing in aluminum lead times across sheet and extrusion products, contrasted by a modest uptick in P1020 that illustrates the split between contract-anchored primary markets and the more dynamic semi-fabricated segment.
Join an AMU Community Chat With Cauvin Metals Director Massimo Grifone
Massimo Grifone, director of Cauvin Metals, will be the featured speaker on the next Aluminum Market Update Community Chat on Thursday, Dec. 4. The live webinar is free for anyone to attend.
Scrap musings: Looking for arbitrage opportunities
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
AMU Webinar: The Supreme Court tariff case and reshoring aluminum production
Robert DeFrancesco and Alan Price, trade attorneys with Wiley Law, discussed the impact tariffs have had on steel and aluminum markets, and what could happen if they are changed or repealed.
AMU Explainer: Buying physical metal on The London Metal Exchange
The metals industry can confusing for a newcomer. The aim of this series is to explain these terms and practices in plain language.