AMU Explainer: Netback calculations
Netback calculation is a mechanism to determine the highest revenue return for a product expressed on an FOB smelter basis.
Tag: Supply
Aluminum Extruders Council annual meeting highlights
Extruders flagged mounting Gulf supply risks, tight US inventories, and a shift toward scrap-driven billet economics.
AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
Alcoa draws new orders as Iran war continues
Aluminum producer Alcoa is getting more interest from customers as states in the Persian Gulf region curtail production amid the Iran war.
Rio Tinto-Prysmian aluminum rod deal highlights tight North American redraw rod market
Rio Tinto's aluminum supply agreement with Prysmian highlights tightening redraw rod availability in North America as tariffs, smelter closures and cable demand reshape supply.
Panama Canal congestion could add to supply chain concerns
The market has been naturally fixated on the disruption of aluminum exports from the Persian Gulf. However, there is another shipping problem that also may have repercussions on the movement of manufactured goods originating in the Pacific. That is extreme congestion at the Panama Canal.
Can China succeed where Nigeria's ALSCON smelter failed?
Chinese firm GCL is exploring a 3 milllion-ton-per-year aluminum smelter in Nigeria, but historical failures and questionable capex estimates raise doubts.
What stranded Persian Gulf shipments mean for the US market
These producers are not rookies. They understand how to manage the long supply chains from the Gulf into the US.
Persian Gulf smelter update: Shipments in and out remain challenging
The war in the Persian Gulf is still fluid and the risk to production and shipments remain grave
IAI: Primary aluminum production rises in January
The International Aluminium Institute (IAI) has released its monthly report on primary production, showing global production at 6.317 million tons for January. This reflects a 0.27% month-on-month (m/m) increase in daily output.