Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.
Tag: Supply
Aluminum in motion: What May 2025 means for your next move
May moved the market. Are you ready for June?
Calling my shot: The Capral clue in Tennessee
Capral may not have announced it yet – but I’m betting they’ll be hanging their name on this Tennessee project before long.
EGA makes its move on U.S. primary aluminum supply gap
EGA has a sterling reputation for execution of big capital projects in smelting and refining, and it's early in the game, but the political winds seem to argue for energy provider Public Service Company of Oklahoma to cut a deal
Billet Market Starts to Move Higher
The billet market has been quiet in 2025 so far, but extruders exposed to the spot market are now facing some challenges.
Recycled metal exports bans - An idea that masks the problem
Domestic increases in mill capacity and a struggling recycling rate, amid China's relaxed UBC scrap import policy, fail to make the case for banning US exports.
Rio Tinto’s power move: Building to last and green aluminum’s infrastructure
Rio Tinto is embarking on a major upgrade of the nearly century-old Isle-Maligne hydroelectric station in Quebec, preserving one of the lowest-cost smelting footprints in the world.
The downside of the US-China tariff rollback: Container lines’ price hikes
The container lines operating in this shipping lane were quick to respond to the expected surge in freight demand.
Aluminum Association's White Paper examines supply
Not surprising, the major challenge to either restarting or building primary capacity pivots around finding affordably priced energy.
What Superior’s lost wheel contract says about regional sourcing
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.