Labor agreement timelines converge in US aluminum
Labor agreements across US aluminum producers are converging around 2026, bringing collective bargaining timelines into sharper focus this year.
Tag: Smelter
AMU Community Chat: Tanners on tariffs, smelters, and year ahead
Timna Tanners, Wells Fargo managing director, spoke about tariffs, supply and demand and the outlook for 2026 during a joint Community Chat hosted by AMU and its sister publication Steel Market Update.
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.
IAI primary production ticked up in October
Production metrics can gauge whether there are more premium shocks in our future.
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.
Constellium's incoming CEO discusses scrap bans, national security and growth plans
AMU spoke with Ingrid Joerg about her experience and her vision for Constellium, the Paris-based aluminum company with operations in Europe, North America and Asia.
Aluminum Market Chatter: scrap export bans, US primary supply and more
Aluminum Market Chatter from survey respondents.
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Law, discussed the impact tariffs have had on steel and aluminum markets, and what could happen if they are changed or repealed.
Daily alumina production dropped in most regions, IAI reports
Alumina is the biggest cost to an aluminum smelter, closely followed by power.