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    AMU: Bumper-to-bumper breakdown of aluminum’s changing role in vehicles

    Written by Nicholas Bell


    The aluminum industry’s relationship with the automotive sector is as complicated as ever. At Aluminum Market Update’s P.A.T.H. forum in Chicago last week, Ducker Carlisle’s Abey Abraham offered a look at current market dynamics.

    Editor’s note: This article appeared first in Aluminum Market Update, an SMU sister publication devoted to the aluminum and nonferrous scrap markets. You can find the latest content on AMU’s website. And you can register or take out a free trial here.

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    AMU: Edward Meir’s week in review and thoughts for the week of Oct. 12, 2026

    Base metals had a mixed week. Tin lost almost 4% on the week, finishing at $53,000/ton. Prices dropped to a low of $51,259/ton at one point. Aluminum was another loser, off by about 1.6% on the week. Investors are expecting more aluminum supply going forward, especially out of China and Indonesia. Copper prices tacked on 1.1%. They have now recovered more than half of the $700/ton loss sustained (over the course of a week) following reports/rumors in mid-September that US tariffs on refined copper imports might not proceed after all.