Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Tag: Supply
Aluminz's new plant and the recasting of Texas/Oklahoma scrap map
From Mount Pleasant to Sapulpa, the supply chain is shifting with implications for scrap flows.
Residential construction markets diverge
The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
Hydro Extrusions production recertified by ASI
The recertification, which is valid for three years, includes the company’s ingot casting, rolling of aluminum coils and strips, extrusion, fabrication and surface finishing, and the manufacturing of aluminum tubes.
AMU Survey: Tariffs cast a shadow on the market
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.
Miles of wire, tons of signals: Prysmian’s cable deal to feed largest U.S. transmission line
Prysmian's latest cable contract may reshape the U.S. aluminum cable market.
Trader takeaways: What the LME lending rule really changes (Part 2)
If you are long the front and over the stock, you are now the market’s liquidity provider.
Aluminum's turning point
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
Why Superior Industries' collapse should matter to the downstream aluminum market
Superior Industries is officially off the New York Stock Exchange, and while that might sound like a corporate headline, it carries bigger weight for anyone tied to the aluminum supply chain.