AMU: Aluminum earnings point to risk, not disruption

This piece was first published by SMU’s nonferrous sister publication, Aluminum Market Update. To learn about AMU, visit their website or sign up for a free trial.

The aluminum market has spent much of the past month focused on supply risks tied to the Middle East. As more detail has emerged, the conversation has begun to shift away from aluminum as a broad category and toward the implications for global value-added product flows.