Aluminum Symposium

• Christopher Davis, Regional Pricing Director, Americas-Metals, S&P Global Energy

• Satyam Panday, Chief US Economist, S&P Global Ratings

• Marcus Becker, Senior Vice President, Chief Procurement Officer, Constellium
• Bernardo Bulnes, Raw Materials Director, Aluminum Dynamics
• Timna Tanners, Managing Director, Equity Research Analyst, Metals & Mining, Building Materials, Wells Fargo
• Darrell Fletcher, Managing Director, Commodities, Bannockburn Capital Markets
• Matt Schicke, General Manager, Atlantic Aluminum Sales & Trading, Rio Tinto

As global aluminum markets grapple with heightened geopolitical tension, shifting trade alliances, and the potential return of active tariff measures, the commercial landscape is evolving fast. This session will explore how new policies from carbon border adjustments to reshoring incentives are reshaping trade flows and supply chains across North America.

• Karen Norton, Principal Analyst, Metals & Mining Research, S&P Global Energy

• Robert Hanshaw, Senior Director of Procurement, Coca-Cola Consolidated

The aluminum can and packaging markets are at the center of evolving consumer trends, sustainability mandates, and supply chain shifts. Explore the latest developments in demand from the beverage, food, and personal care sectors, and how major brands and converters are adapting to regulatory pressures, recycled content goals, and shifts in customer behavior. Key themes include pricing and procurement dynamics, the role of sustainability in brand positioning, and areas where innovation is driving growth in packaging formats

• Christopher Davis, Regional Pricing Director, Americas-Metals, S&P Global Energy
• Sarah Baltic, Manager, Price Reporting – Nonferrous Metals, S&P Global Energy

What goes into a Platts price assessment?  How do price reporters collect data to assess value? In this interactive session, S&P Global Commodity Insights’ aluminum pricing team will discuss the methodology and principles behind the benchmarks used to settle exchange-listed contracts, as well as provide references for physical transactions. Attendees will have the opportunity to submit questions in advance or live during the session and respond to live polling regarding pricing methodology and market usage.

• Jin Hennig, Managing Director, Global Head of Metals, CME Group

• Guido Vildozo, Associate Director, Automotive Consulting, S&P Global Mobility

The global automotive industry continues to face a complex operating environment shaped by electrification, regulatory shifts, supply chain realignment, and changing consumer behavior. This outlook from S&P Global Mobility provides a data-driven view into vehicle production trends, regional demand shifts, and the evolving material mix, highlighting implications for aluminum use across ICE and EV platforms.

• Allan Bennett, Chief Commercial Officer, METRA North America
• Mauricio Corona Machado, Chief Commercial Officer, ALUBAR
• Eric Gottschling, Global Director, Licensing Commercialization, BorgWarner Inc.

Construction activity and the auto market are both at turning points. Surging power demand for data centers, microgrids, and infrastructure spending is driving demand, while some construction markets have weakened, awaiting lower interest rates. Meanwhile, automakers face a cooling EV growth rate, prompting fresh strategies to balance ICE and EV production, lightweighting, safety, and cost. We will explore if demand is rising, where it’s recalibrating, and the innovations that could shape aluminum’s future in two of its most critical sectors.

• Chad Kripke, President, Kripke Enterprises
• Daniel Berman, Director of Non-Ferrous Marketing, Alter Metal Recycling

Secondary aluminum markets are at a critical juncture as decarbonization targets, cost pressures, and recycled content requirements drive demand for clean, domestic scrap. This panel explores market dynamics shaping availability and pricing, including shifting industrial activity, import patterns, and competition across sectors. It will also examine efforts across the value chain to increase UBC recycling rates and discuss the potential impact of legislation aimed at restricting scrap exports and how such policies could alter trade flows, investment decisions, and domestic recycling infrastructure.

Technology is rapidly reshaping the aluminum industry, from AI-driven scrap sorting and automated inspection systems to predictive maintenance and real-time production optimization. As recycling scales and low-carbon supply chains expand, digital tools are enhancing recovery rates, improving quality control, and supporting more efficient and sustainable operations. What innovations have the potential to disrupt the industry, and which emerging capabilities could fundamentally change how aluminum is produced, processed, and circulated in the years ahead?