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.
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.
Contract talks for U.S. value-added aluminum products are reaching a critical stage, with billet, primary foundry alloys, and wire rod upcharges diverging as buyers and producers race to finalized 2026 pricing.
MetalX's proposed $250 million aluminum recycling and slab-rolling plant in Ohio has been shelved, with the site now listed for sale confirming the project will not proceed.
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.
EGA-Spectro Alloys has begun the second phase of its Rosemount, Minnesota expansion, adding a second wave of billet-casting capacity to the facility that began producing billets earlier this year.
Linamar's acquisition of "selected assets" from Aludyne's North American operations marks a strategic shift that deepens its U.S. casting footprint and adds significant secondary aluminum capacity to its portfolio.
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
The fire’s impact on production is unclear at this time.
As billet upcharges mount, scrap spreads stay wide, and talk of an export ban rattles recyclers, the aluminum industry heads into 2026 facing some of the toughest cost and supply negotiations yet.