Crown and Ardagh ride beverage demand in Q2
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
Author: nicholasbell
Gears in motion: American Axle & Manufacturing and Dowlais merger
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
Ball’s western re-entry and the regional can making pressures
Ball’s decision to build a new plant in Oregon revives its Western footprint, but it also highlights strain that has made can making difficult in the region.
June PPI data reveals margin pressure mounting in aluminum's midstream market
June’s data revealed secondary aluminum logged the most significant price increases across the aluminum complex, standing out in an otherwise steady month for many mid- and downstream categories
Q2 tariff headwinds blow Alcoa inland
Alcoa's Q2 earnings reveals a company increasingly tethered to North America, just as the world looks to reduce exposure to U.S. trade risk.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.
Ball v. Crown and the limits of design
A patent dispute between two aluminum can giants highlights that a can designed to minimize waste shouldn't be piling up in landfills.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
Aluminerie Alouette’s Power Move: Aluminum supply chain under Hydro-Québec
Aluminerie Alouette's will invest $1.1 billion and secure a green power deal in a strategic bid for long-term stability.