Century Aluminum CEO Jesse Gary said his company could start up its new smelter in Oklahoma ahead of schedule if the permitting process moved more quickly.
AMU: Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.
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 […]
Toyota Motor Corp.’s $1 billion investment in its Kentucky and Indiana plants aims to expand production of aluminum-intensive vehicles, particularly across high-volume models and future battery electric platforms.
Military strikes on major aluminum facilities in the United Arab Emirates and Bahrain have introduced a new layer of uncertainty into a market that was already operating with limited flexibility.
The Trump administration has implemented changes to its steel and aluminum tariff framework that alter how duties are applied to imported manufactured goods, according to an April 2 presidential proclamation.
AMU's March survey results show lead times remaining extended as supply tightness persists, even as import competitiveness declines and logistics costs increase.
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. An automotive supplier plans to turn a former steel mill site in Alabama into a facility to produce aluminum and plastic components for US automakers. Taiwan-based Minth Group Limited said the $430 million […]
The market has been naturally fixated on the disruption of aluminum exports from the Persian Gulf. However, there is another shipping problem that also may have repercussions on the movement of manufactured goods originating in the Pacific. That is extreme congestion at the Panama Canal.
It's been just two weeks since the US and Israel launched a joint attack on Iran. And markets are still in flux as we wade through conflicting messages from the administration on what the goals are when it could be over.
Pace Industries plans to close two Muskegon die-casting plants following news of the planned shutdown of its Arkansas facility.
February survey results showed notable shifts across measured lead times and sentiment.
Turbine production grew along with demand from renewable energy. Now, data centers are fueling demand for electricity derived from natural gas.
Waiting for possibly more changes to tariffs.
Companies are framing 2026 around backlog, mix and production discipline rather than a uniform market recovery.
Former smelter sites have become increasingly attractive to data center developers competing for electricity to support AI.
There is no evidence that unofficial talks are taking place to secure tariff reductions on Canadian aluminum or steel. One of the biggest challenges is simply understanding what the US actually wants from Canada.
Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.
As more contracts are up for negotiation in 2026, labor is poised play a larger role in operational planning at a time when trade issues and high prices also are in play.
It remains unclear how long the repairs will take, as the second fire in November damaged the hot mill’s finishing mill.
We will examine the wisdom of hedging from the perspective of both the LME and Midwest premium, and whether you are approaching the market as a buyer or a seller.
A cluster of Airbus announcements reveals how quickly the OEM is tightening and rebalancing its US supply chain.
There was a palpable sense of optimism among folks at the HARDI conference about demand from data centers. In other words, around the physical infrastructure – which also includes energy transmission - needed to feed the AI boom. The big question: Could demand from data and AI be far stronger than the market yet realizes?
In this exclusive interview, AMU talks with incoming CEO Ingrid Joerg about her experience and her vision for Paris-based aluminum company Constellium SE.
You may have heard about traders “canceling” metal on the London Metal Exchange and shipping it out. Here's a guide to understand that process.
Contract talks for U.S. value-added aluminum products are reaching a critical stage, with billet, primary foundry alloys, and wire rod upcharges diverging as buyers and producers race to finalized 2026 pricing.
AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.
President Trump’s decision to suspend trade negotiations with Canada has crushed short-term expectations of any relief for Canadian producers or the US Midwest P1020 premium.
Ford executives said the automaker expects aluminum supplier Novelis to restart its fire-damaged Oswego, NY hot mill by late November or early December.
As Aluminum Dynamics Inc. (ADI) continues to ramp up production at its Mississippi mill, Steel Dynamics Inc.'s chief executive said there is more opportunity ahead.