CRU revises extrusions, rolled products growth outlooks
CRU's May outlook reduced 2026 growth expectations for several aluminum product categories, while its largest long-term forecast revision occurred in rolled products.
CRU's May outlook reduced 2026 growth expectations for several aluminum product categories, while its largest long-term forecast revision occurred in rolled products.
A June 1 proclamation expanded the list of equipment products eligible for temporary 15% Section 232 tariff treatment and established an 85% domestic content threshold for products eligible for a 10% rate.
Hydro's Q1 results show higher prices supporting margins despite weaker North American demand and ongoing Middle East curtailments.
Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.
Survey responses show demand at a reduced level, with buying ahead, tightening supply, and limited imports shaping market activity.
Dynacast's acquisition of Platinadora Baja expands its North American footprint, reinforcing regional die-casting capacity amid ongoing supply chain realignment.
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
Pace Industries plans to close two die-casting plants in Muskegon, Michigan, following the news of the planned closure of its Harrison, Arkansas plant, further reducing its US casting footprint.
Recent earnings from major HVAC manufacturers show residential demand constrained by channel adjustments, while commercial activity - especially in the Americas - remains the primary source of volume support.
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.