Tag: Survey

Cheap aluminum scrap has not triggered widespread buying due to saturated demand, chemistry limits, and limited processing capacity.

A potential Strait of Hormuz disruption threatens Gulf aluminum exports at a time of tight US and European supply conditions.

A look at Alcoa's idled US smelter and refinery sites shows how electricity economics and capital discipline are reshaping industrial redevelopment toward data center infrastructure.

February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.

Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.

The company expects to invest more in 2026.

The goal is to provide you with a snapshot of the market as it is.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Feb. 16.

Recent earnings from major HVAC manufacturers show residential demand constrained by channel adjustments, while commercial activity - especially in the Americas - remains the primary source of volume support.

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.