Tag: Supply

The LME price for aluminum spiked at the start of the US/Israel war on Iran and has lately hovered around $3,400-$3,600 per ton, not yet breaching $4,000.

Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

Century Aluminum restarted a potline at its Iceland smelter after an outage, though the move is unlikely to directly affect North American supply.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

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.