Howmet CEO: Gas turbine market has been 'biggest change to my thinking'
The company expects to invest more in 2026.
The company expects to invest more in 2026.
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.
With LME contango insufficient to cover financing and storage costs, the aluminum market has shifted the burden of carry onto physical premiums, forcing traders to rely on premium appreciation to keep inventory economically viable.
Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.
Southwire is expanding the footprint of its Heflin, Alabama cable plant and intends to outfit the additional space with new aluminum-capable drawing and medium-voltage cable production equipment.
In a rare Section 403 filing, the Department of Energy formally argued that the Federal Energy Regulatory Commission already has the legal authority to directly regulate large-load grid interconnections.
The results show Hydro holding its operational footing even as profitability becomes harder to predict as margins swing sharply year over year, and even quarter to quarter.
Federal regulators under the Trump administration have intensified oversight and reduced tax incentives for solar projects, delaying massive developments like Nevada's Esmeralda 7 and threatening to stall over 55 GW of new capacity.
Meanwhile, the nation’s largest rail union said they supported the tie-up between Union Pacific and Norfolk Southern once Union Pacific agreed to secure union jobs.
An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.