April survey says things are steady, but the market’s telling a different story
April's survey paints a picture of a market holding steady, but it's far from smooth sailing.
Tag: Supply
Overcast skies for U.S. solar?
The Solar Energy Industries Association's (SEIA) Market Insight 2024 highlighted some sector growth as well as some sobering numbers on residential installations.
Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Earth Day: Aluminum is still one of the most recyclable metals out there
In the U.S., nearly half of the aluminum supply is already coming from recycled material.
Court of International Trade sets limits on extrusion duty appeals
The ruling might not be the last word – but it’s a signal on where future cases my land.
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]
Big headline, small impact: Aerospace demand through trade disruption
China’s move may matter politically, but from a raw materials standpoint, the bigger story is how little clarity there still is when it comes to what “aerospace demand” really means for aluminum.
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.