AMU survey: Recyclers turn more cautious
AMU’s July survey found recyclers expecting lower Midwest Premium and UBC prices while demand softened, inventories declined and forward views remained mixed.
Tag: Survey
AMU survey: Supply concerns grow despite mixed lead times
AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.
Auto market check in: Production uneven despite stronger late sales
Government data show first-half automotive production remained concentrated in light trucks, while passenger car output, inventories and import flows followed a different path.
AMU's monthly survey is out; Now is the time to share your thoughts
Don't just read our survey results. Help shape them by sharing your insights.
US resumes blockade of Iranian ports, aluminum rebounds
Additional attacks on commercial shipping, renewed US military operations and a resumed naval blockade coincided with aluminum prices recovering from early July lows.
Did aluminum markets price in peace too soon?
Aluminum prices retreated as markets priced a return to Middle East stability, but shipping attacks, military strikes and LME indicators suggest that assumption may have outpaced events.
LME positioning eases as aluminum prices retreat
LME aluminum market participants broadly reduced long and short positions during June as prices retreated, although longer-term participation trends remained relatively unchanged.
AMU June survey: Scrap market sentiment moderates, primary/semi supply keeps pace
June survey responses showed scrap market participants becoming more cautious on premiums, scrap availability and exports, while downstream demand indicators remained comparatively firmer.
AMU June survey: Expansionary signals retreat, balance outlook holds
AMU's June survey showed weaker demand, fewer extending lead times and less inventory building, though respondents largely stopped short of forecasting an oversupplied market.
LME checkpoint: Prices retreat while warehouse stocks remain low
LME aluminum prices, prompt premiums and the US Midwest Premium have moved lower in June, while exchange inventories continue to decline and remain near five-year lows.