Tag: Supply

AMU’s July survey found recyclers expecting lower Midwest Premium and UBC prices while demand softened, inventories declined and forward views remained mixed.

AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.

Alcoa cut its production guidance for alumina for the full year, citing issues at its Pinjarra refinery in Western Australia. Despite the ongoing Iran war upending aluminum supply chains, the company said alumina prices remained relatively stable.

Canadian aluminum exports to the US have continued to drop since the introduction of tariffs in March 2025, with a growing share shipping off to Europe and Mexico.

Aluminum Dynamics will invest more than $200 million in a Mississippi recycled slab center that establishes the permanent location for a project Steel Dynamics relocated from Arizona.

Additional attacks on commercial shipping, renewed US military operations and a resumed naval blockade coincided with aluminum prices recovering from early July lows.

Taking place August 24–26 in Atlanta, Ga., AMU Aluminum Summit will run side by side with SMU Steel Summit, hosted by our ferrous sister publication, Steel Market Update.

Aluminum prices retreated as markets priced a return to Middle East stability, but shipping attacks, military strikes and LME indicators suggest that assumption may have outpaced events.

The Inola Town Council approved a 60-day moratorium that temporarily pauses development actions affecting the proposed EGA-Century Aluminum smelter while officials review legal and zoning options.

EGA reported progress restoring its Al Taweelah complex while US import data highlighted changing aluminum trade flows following the regional conflict.