Gulf aluminum exports at risk amid Iran escalation
A potential Strait of Hormuz disruption threatens Gulf aluminum exports at a time of tight US and European supply conditions.
Tag: Supply
From smelters to servers: A deep dive into Alcoa's idled sites
A look at Alcoa's idled US smelter and refinery sites shows how electricity economics and capital discipline are reshaping industrial redevelopment toward data center infrastructure.
AMU Survey: Lead times extend as undersupply expectations rise
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Century reports lower shipments on Iceland outage, guides 2026
Century Aluminum posted lower fourth-quarter shipments due to an Iceland outage, while outlining Mt. Holly restart progress, Oklahoma developments and a 2026 shipment reduction.
A closer look at the Rio Tinto, Chalco deal in Brazil
A deal between Rio Tinto and Aluminum Corporation of China Limited (Chalco) to acquire Votorantim’s 68.6% interest in Companhia Brasileira de Alumínio (CBA) in Brazil has left some people scratching their heads.
Ford results: Oswego restart, truck output and putting numbers to aluminum sheet
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
US imports not responding to premium incentives
It will likely be the second quarter before we see total imports return to the robust levels of Q1'25
AMU Explainer: Metal storage and why contango matters to traders
With LME contango insufficient to cover financing and storage costs, the aluminum market has shifted the burden of carry onto physical premiums, forcing traders to rely on premium appreciation to keep inventory economically viable.
EGA and Century Aluminum is a marriage of convenience
As Century and EGA team up for a smelter in Oklahoma, what do each bring to the table?
China's aluminum production cap meets a changing global supply map
As China approaches its long standing primary aluminum production cap, shifting supply dynamics such as offshore capacity growth and redirected Russian metal are reshaping how the country's future demand is met by global supply.