An early reading of the market and its strategic implications Introduction: The market stopped looking at the present some time ago The reports already in circulation confirm something that those of us who have been following this market for decades have been observing: aluminium has ceased to behave like a purely cyclical metal and is […]
Continue reading
When innovation meets execution, the aluminium industry leaps forward. Golden Aluminum Inc. (GAI) recently commissioned the commercial Nexcast® casting line at its Fort Lupton, Colorado, facility. This milestone signals a new era for high-alloy strip production and advanced aluminium manufacturing. A quantum leap in aluminium casting For decades, aluminium strip casting has been a pillar […]
Continue reading
Introduction Over the past year, the questions I hear from aluminium businesses have started to converge. Should we add anodising?Is solar framing still worth expanding?Where do we invest for the next decade?What comes after basic extrusion, now that price pressure feels permanent? These are not abstract questions. They come from people running plants under tight […]
Continue reading
If you look back at the conversations we’ve had across 2025, one pattern keeps resurfacing: the US aluminium industry has been speaking the language of momentum while operating with the posture of hesitation. We’ve talked about uncertainty so many times that it has almost become background noise, until you realise uncertainty is no longer “a […]
Continue reading
Sounds like good advice, yet that is what is occurring with aluminium in the electrical marketplace. A copper industry standard is being used to define aluminium. It is like someone promoting themself by saying that their competitor came in next to last in a 2-man race. Figure1. Two-man race Absurd, yes, yet people are literally […]
Continue reading
The author T.E. Carter once wrote that the court of public opinion moves much faster than the law. In Europe, this tenet could apply to the environmental policy agenda and the dichotomy that is forming between European citizens and lawmakers. The European Union (EU)’s overhaul of its Emissions Trading System (ETS) is designed to demonstrate […]
Continue reading
The global aluminium industry is entering a structurally decisive phase. While global economic growth is slowing, aluminium demand continues to hold up, supported by long-term transition themes such as renewable energy, electric mobility, infrastructure development and the rapid expansion of data centres. This article distils key insights from a recent aluminium market outlook session, covering […]
Continue reading
Production of aluminium metal by coal-based thermal energy causes a high emission level of almost 16 MT of CO2 per MT of metal produced. Reduction of CO2 emission will require either an alternative source of energy or efficient, stringent handling and management of the Electrolytic Cell for producing aluminium metal, in case the source of […]
Continue reading
When we began this journey together, the idea was simple: make hedging aluminium less intimidating and more practical for businesses exposed to market volatility. Seventy episodes later, here we are, closing a cycle that has stretched across almost seventy sessions, each dedicated to empowering decision-makers with strategies to manage risk more effectively. In this final […]
Continue reading
When it comes to aluminium hedging, the “zero-cost collar” remains one of the most effective tools to balance risk and cost. In this episode of Hedging with Jorge, we dive into the mechanics of how consumers not producers can apply this strategy to secure aluminium prices in uncertain markets. Recap: Calls and puts in aluminium […]
Continue reading
