AMU Community Chat: LME and Midwest premium highs and tariff fatigue
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.
A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.
Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.
The soaring Midwest premium, scrap bans, tariffs and geopolitical issues—we have plenty to talk about in 2026.
China's expanding trade surplus reflects a strategic rotation away from US markets and toward higher-value exports, even as domestic demand remains under pressure.
Join aluminum experts and Aluminum Market Update (AMU) contributors Greg Wittbecker and Edward Meir for an AMU Community Chat on on Thurs., Jan. 22, at 11 am ET to find out.
The US has seen a drastic decline in imports from Canada.
The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.
Timna Tanners, Wells Fargo managing director, spoke about tariffs, supply and demand and the outlook for 2026 during a joint Community Chat hosted by AMU and its sister publication Steel Market Update.