Can scrap justify trading at a premium to primary metal?
As premiums on primary climb and low-carbon goals reshape buying, does the math - or melt loss - back up scrap trading above the cost of metal?
Tag: Supply
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
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.
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.