This Market Intelligence Report focuses on the aluminum marketplace in the United States from a supply chain sourcing perspective. This aluminum report focuses on the production of the metal in activities ranging from refining bauxite into alumina, smelting alumina to produce “primary” aluminum, recovering of aluminum from scrap (“secondary market”), and producing aluminum plate, sheet, foil, extrusions or other rolled and drawn aluminum shapes. Primarily a concentrated and mature industry, the aluminum market has a well developed supplier base and is growing at a low rate. The aluminum category serves primarily industrial, commercial, and consumer markets. The demand for aluminum is generated by various downstream industries with primary drivers including transportation, housing, and public construction. Key costs in the aluminum category include material costs, electricity, freight and labor. The major trends in the aluminum industry include falling demand in the automotive and construction markets, and plummeting costs after commodities spiked to record highs in 2007 and 2008, among others. Import activity in this sector is at a medium level and is exhibiting a decreasing trend. Regulatory considerations include potential exposure to environmental rules established by the EPA and production caps on greenhouse gases now deemed dangerous to the public. The risk outlook for the aluminum industry is rising based on the macroeconomic environment.
Starting with detailed background information to provide category context, this report provides insight into the market drivers around demand and key costs, including both historical and forecasted commodity pricing. The supply base section covers the top suppliers, including high-level overviews and market news. The report presents the NAICS category cost structure and historical, current and future pricing curves as well as average margins on a current and 5 year basis. The trend section reports new and emerging industry directions. Regulatory considerations include tariff and taxation issues and developing governmental initiatives. Risk outlooks offer a view into upstream drivers that could adversely affect the industry and category.