The fallout from the unprecedented movement in Midwest Premiums
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.
Tag: Tariffs
From Detroit to Tier 1: A field guide to the auto sector in Q2
A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.
Recycling bill to establish tax credit
The bill would establish a 30% tax credit for investments in recycling infrastructure.
AMU's July monthly round-up: A lawsuit, new capacity, and tariffs, of course
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
AMU Survey: Demand outlook uncertain
Aluminum market participants are increasingly concerned about demand, according to the results of our latest survey. And yet most - nearly 80% - expect the Midwest Premium to hold steady or increase on the impact of President Trump's tariffs.
Aluminum Dynamics ships first coil from Mississippi mill
The mill represents a $2.7 billion investment and is expected to produce 650,000 tons of flat-rolled aluminum.
Hydro to cut spending guidance amid economic uncertainty
“We have, so far, not seen big changes to our operations from tariffs and potential trade wars. Our main concern is whether the uncertainty will lead to a global economic downturn.”
Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
Report: Alcoa to pause Canadian projects in wake of tariff threats
Alcoa's chief executive says Canadian expansion plans are on hold as tariff threats escalate, forcing the aluminum giant to reroute metal and rethink investments.
Rio Tinto reports record bauxite production but tariffs still sting
The world’s second-largest miner by market value said it now expects the aluminum raw material to hit the higher end of its full-year guidance range, the company said in its second quarter production report.