AMU Community Chat: LME and Midwest premium highs and tariff fatigue
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.
“Both parties will now solely focus their greenfield development efforts in the United States on the Inola, Okla., site,” the companies said in a press release.
The smelter is expected to be fully ramped up by end of the year, the mining company said.
Labor agreements across US aluminum producers are converging around 2026, bringing collective bargaining timelines into sharper focus this year.
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.
“The global economy as we knew it for many years has gone and we have this sort of selective global economy – markets into markets.”
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.
Production metrics can gauge whether there are more premium shocks in our future.
Massimo Grifone, commercial director of Cauvin Metals, will be the featured speaker on the next Aluminum Market Update (AMU) Community Chat webinar.
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.