
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
Tariffs take center stage
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
Tariffs and trade Aluminum market Supply chain and raw materials Industry and policy U.S.- Ukraine confrontation and Russia looming in the background Earnings and corporate updates What’s Next?
Tariff talks What that means for Midwest premiums (MWP) Unintended consequences: Who fills the supply gap? The EU might ban Russian aluminum UBC prices are squeezing mills Good turnout, but a market looking for direction Economics & pricing flows Short-term tightening in spreads and inflationary pressures suggest an environment of increasing cost sensitivity and continued […]
Market Movement: Stocks are mixed this week bond yields are up after a strong jobs report on Friday.Job Numbers: Non-farm payrolls added 256k jobs, unemployment’s down to 4.1%, but inflation’s still stubborn—Fed might hold off on rate cuts.Upcoming Data: PPI and CPI reports drop this week—watch for inflation updates.Port Strike Avoided: Strike was called off […]
This week showed just how important aluminum is to the U.S. and global economy. Talks about new Trump tariffs are focusing on protecting American manufacturers from unfair competition, especially from China, while building stronger partnerships with allies like Canada. The goal is to ramp up domestic production and recycling, invest in infrastructure, and secure affordable […]
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