Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Tag: Supply
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
Why China's aluminum capex stays so low
What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.
The afterlife of aerospace aluminum: Constellium and TARMAC’s flight path to circularity
Aluminum recycling in aerospace has long been an uphill battle, but a new Constellium-TARMAC Aerosave partnership could reshape how scrap is consumed and controlled across regions.
Squeezed in the middle: What downstream buyers need to watch now
This is the new aluminum market: policy-led, premium-driven, and full of uncertainty. If you're not actively watching the signals, you're likely reacting to moves after they've already happened.
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.
Week-in-review: Data dumps and price jumps
Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.
Aluminum in motion: What May 2025 means for your next move
May moved the market. Are you ready for June?