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.
Tag: Supply
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.
Climbing prices, mill repairs, smelter expansions and more kick off January
There’s a lot of news to keep track of. So we’re here to lend a hand with a summary of recent news.
AMU Survey: January lead times stable, but still uneven across products
January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.
North America rail freight shipments: Gauging industrial demand
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.