Agenda

Please consider provisional and check back for updates. To see the combined Aluminum and Steel Market Update Summit agendas click here.

  1. Tuesday 25
  2. Wednesday 26

07:30

Registration opens

07:35

Breakfast

09:10

Keynote Economist

Description:

After an incredibly active 2025, has the U.S. economy maintained its momentum in 2026? In this fast-paced, data-driven presentation, we will monitor the latest trends in employment, housing, commercial real estate, financial markets, and output. You can expect some surprises, perhaps an insight or two, and maybe even a few laughs as we characterize the present and predict the future

10:10

Break

10:30

Opening remarks

10:40

Keynote Panel – US Primary: A Renaissance?

11:40

Impact of Data Centre Growth and Grid Build-Out on Fin Stock, Foil Stock, Rod and Sheet

12:00

Lunch

13:30

Panel: US Aluminum FRP: Higher costs, softer demand and more tactical buying

Description:

• Procurement behaviour, inventory discipline and the shifting strategies of US flat-rolled buyers
• Pricing, margins and the interaction between metal costs, conversion economics and downstream demand
• Supply, trade flows and capacity recovery across the North American FRP market

14:15

Panel: US Aluminum Extrusions: Resilient demand, tighter billet and rising trade risk

Description:

• Demand across key end markets, from construction and data centres to marine, automotive and consumer durables
• Billet supply, imports and the impact of Section 232 and the Middle East conflict
• Pricing, buying behaviour and margin pressure as metal and billet costs rise

15:20

Break

15:40

Panel: US Aluminum Scrap & Secondary: Tightening flows, shifting demand and usable scrap

Description:

• Scrap flows, recovery and the changing balance between availability and quality
• Secondary production, processing capability and the push for more circular supply
• Trade, policy and end-market requirements across the US aluminium value chain

16:30

Panel - Trade, Tariffs and Geopolitics: Redrawing the US Aluminum Supply Chain – Perspectives from across North America

17:00

Reception