Crosscurrents in non-residential construction Part 2: Dodge data
Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.
Category: Consumer Durables
Crosscurrents in non-residential construction Part 1: Spending, billings, backlog
Conflicting reads across census spending, backlog surveys, and Dodge planning data point to a construction market where commercial may be nearing a floor, infrastructure remains buoyed by long pipelines, and heavy industrial lags.
Fulton acquires AFCO as Metra builds cross-border extrusion platform
Private equity-backed moves by Fulton Asset Management and KPS Capital Partners highlight how consolidation is reshaping North American extrusion capacity, with strategies aimed squarely at construction and industrial end markets.
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
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
Aluminum gets smarter: Filtration, coatings, and what comes next
If we can recover metal from waste, embed intelligence into surfaces, and extend lifecycle all at once, the entire value chain starts to shift.
When do the tariffs reach Mainstreet?
I don’t want to be the grandparent telling number one grandchild that Santa bailed out on Christmas this year and there won’t be any toys coming (from China).
Boxed out: U.S. tariffs upend supply chains
Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.