What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
Tag: Scrap
Squeezed in the middle: What downstream buyers need to watch now
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.
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Allison Transmission acquires Dana’s off-highway arm: Implications for Aluminum and Indiana’s industrial base
Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.
AMU PATH Fireside Chat: Bumper-to-bumper breakdown of aluminum’s changing role in today’s vehicles
The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.
UBC scrap spreads: A market caught between a thaw and a simmer
While spreads in the 66-67% range offer relief from the 82-83% squeeze seen earlier this year, they’re resting on a delicate equilibrium.
What Superior’s lost wheel contract says about regional sourcing
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.
Novelis builds for tomorrow, pays for it today
In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.
Tariff time out: US and China pause punitive measures
Since the aluminum market is subject to Section 232 tariffs of 25%, regardless of source, and which supersedes the 10% tariff, it would bring the effective tariff rate on aluminum products brought into the US from China to 45%.