
March check-in: Mixed signals, muted optimism, and a market watching Washington
If there’s a silver lining, it’s that nobody reported total collapse...yet.
If there’s a silver lining, it’s that nobody reported total collapse...yet.
Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]
Post-election recycled metals markets have consistently seen price surges driven by domestic policies, but volatility remains a constant factor.
CMC CEO has faith the underlying near and long-term demand fundamentals remain strong based on customer conversations.
China's steel surge pressures global markets, while aluminum faces price drop and scrap gains.
Its new partnership will add to their decarbonization efforts.
While futures volatility is making it difficult for dealers and buyers to plan ahead, external factors like rising raw material costs and global economic uncertainty further complicate the landscape.
Watching markets alone isn't enough anymore; now we have to dive into the macro level!
China's steel surge threatens global markets as excess capacity soars: How will the world respond?
Sometimes, no news is good news, but not when you're at a conference where contracts are supposed to be written up at.