Category: Electrical

Arconic will construct a $131 million aluminum casting complex at its Davenport Works campus in Iowa, expanding ingot capacity with first metal targeted for Q3'27.

Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.

The company expects to invest more in 2026.

LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.

Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.

Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.

Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.

AI is seeing an aggressive buildup, but some cracks are beginning to show.

There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.

Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.