Aluminum Symposium

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

• 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

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 Commodity Insights

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 and 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.

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.

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

Construction activity and the auto market are both at turning points. Energy-efficient building codes, green infrastructure spending, and modular design are boosting aluminum’s role in the built environment. 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

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.