Scrap Musings for December
Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.
Tag: Supply
AMU survey results: November lead times ease
November's AMU survey shows broad easing in aluminum lead times across sheet and extrusion products, contrasted by a modest uptick in P1020 that illustrates the split between contract-anchored primary markets and the more dynamic semi-fabricated segment.
Southwire to expand Heflin, Alabama plant
Southwire is expanding the footprint of its Heflin, Alabama cable plant and intends to outfit the additional space with new aluminum-capable drawing and medium-voltage cable production equipment.
ADI's Benson setback could tighten UBC supply chain in 2026
As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.
Intl. AIuminium Institute September production
The latest International Aluminium Institute data for September show global production
AMU Survey: Lead times for extrusions, sheet, primary diverge
AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.
MetalX, Commonwealth Rolled Products announce partnership
MetalX will maintain its headquarters in Fort Wayne and both companies will maintain their own independence and management, the companies said.
ADI confident automakers will stick with aluminum despite disruptions
A fire at a Novelis aluminum mill in September shook up domestic supply for automakers
Linamar to acquire Aludyne's North American casting assets
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.
Plugging the leaks, Part 1: How aluminum trade groups are closing gaps in Section 232
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.