Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
Tag: Supply
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
Tariffs, tension, and treading water
Tariffs take center stage
March check-in: Mixed signals, muted optimism, and a market watching Washington
If there’s a silver lining, it’s that nobody reported total collapse...yet.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.
Week in Review: Reflect and regroup
Does it feel like we're still in a holding pattern? Or is there finally direction?
Tariff turmoil: The ever-changing playbook
This week saw more tariff turmoil as the Trump Administration flip-flopped again. In case your scorecards are not up to date, here is the current situation as of Friday, March 7: January 21 Promised tariffs on Canada and Mexico February 1 Officially announced tariffs on Canada and Mexico February 3 Delayed Canada and Mexico tariffs […]
Week in Review: Market shifts and high stakes moves
Tariffs and trade Aluminum market Supply chain and raw materials Industry and policy U.S.- Ukraine confrontation and Russia looming in the background Earnings and corporate updates What’s Next?