Aluminum earnings point to risk, not disruption
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.
A drone attack at EGA's Al Taweelah plant has triggered force majeure declarations on select products, with potential supply disruptions.
Glencore's acquisition of a 45% stake in a South Carolina recycling facility alongside Alumicore marks a shift from marketing rights to equity in US scrap-fed aluminum operations.
A fragile two-week ceasefire has been struck been struck between the US and Iran. But much damage has already been done in the six weeks since strikes began.
Part 3 of this series examines aluminum exports from Oman, Saudi Arabia, and Qatar, focusing on product-specific roles in US import supply.
Looking beyond EGA and Alba, what do other UAE and Bahrain producers mean for specific US import product categories?
Part 1 of a three-part series examines how EGA and Alba's high-purity ingot, billet and foundry alloys intersect with US demand.
The US will apply tariffs to the full value of aluminum-containing imports under a new Section 232 framework with tiered duty rates.
Kibar Americas has acquired Novelis' former Fairmont, West Virginia facility, a cold-rolling and foil finishing plant idled in mid-2025.