April 16, 2021
Base Metals Price Dashboard – April 16, 2021
LME markets pulled back to end Friday, but marched higher week over week. The latest ISM manufacturing reading of 64.7 was the highest reading since 1983.The US Consumer Price Index…
Market Insights
March 24, 2021
Reuters: Shutting Down High-Carbon Aluminum in … China?
AEGIS View: Current curtailments or shutdowns are relatively modest but if China continues down the eco path, supply-demand balances could be disrupted. Source article (opens in new tab): Column: Aluminum…
January 25, 2021
Quotas Set for U.A.E. Aluminum Imports Into U.S
Removal of tariffs could pressure (U.S.) Midwest Premium lower, but quotas still stifle imported supply In the last hours of his office, former president Donald Trump suspended the Section 232…
January 6, 2021
Metals Consumers Beware of Price Increases After Democrat Wins
Corporate consumers often hesitate to hedge after extreme price increases. Recently we have seen the LME Index of base metals up by 55% since March of 2020, which has begun…
November 9, 2020
“Green” Aluminum and its Potential Price Effects
Aluminum made with less carbon emissions may get its own market, and price. How do you guarantee the aluminum you consume was made with minimal emissions? As companies look to…
October 1, 2020
New Zealand PM Would Urge Aluminum Smelter to Remain in Service
If re-elected, PM Ardern would seek to keep Aluminum supply flowing another 3-5 years Source article (opens in new tab): Rio Tinto smelter in focus as New Zealand's PM seeks…
September 30, 2020
Rising Carbon-Emissions Costs Lead Cleveland-Cliffs to Change Fuels
Reducing coal inputs into blast furnaces can reduce carbon emissions Source article (opens in new tab): Cleveland-Cliffs CEO Says Focus After ArcelorMittal Deal is Emissions Cleveland-Cliffs announced on September 28…
September 18, 2020
Tariffs on Imported Canada Aluminum Are Removed Again
But now there are limits on tons. The back-and-forth U.S. policies regarding imports of Canadian aluminum have made the “Midwest Premium” uncertain. Source article (opens in new tab): U.S.-Canada truce…
September 11, 2020
China’s Zinc Output at Five-Year High
Antaike's research says smelters returning from maintenance pushed output high, but they expected slightly more. Source article (opens in new tab): China's August zinc output hits record high in nearly…
