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.
Tag: Supply
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?
Calling my shot: The Capral clue in Tennessee
Capral may not have announced it yet – but I’m betting they’ll be hanging their name on this Tennessee project before long.
EGA makes its move on U.S. primary aluminum supply gap
EGA has a sterling reputation for execution of big capital projects in smelting and refining, and it's early in the game, but the political winds seem to argue for energy provider Public Service Company of Oklahoma to cut a deal