Longer pieces on industrial data, materials, and markets.
A regime framework for scrap spreads, private credit, export optionality, and risk control when policy becomes financing-constrained.
How specs, sensing, contracting, and QA could turn premium aluminum scrap from a probabilistic input into a more contractible one.
Automation and AI may make scrap yards leaner, but the remaining operators will matter more because they orchestrate systems instead of only executing tasks.