AMU's monthly roundup: Midwest premiums, tariffs, and lots of scrap news
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.
Category: Electrical
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.
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.
Section 232 derivative guide, Part 2: Transformers, wire and cable
Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
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.
Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Grid upgrades starting to cope with rising electricity demand
A massive wave of U.S. grid investment is set to supercharge demand for aluminum transmission cable.
Residential construction markets diverge
The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.
Non-residential construction sends mixed signals
Behind the diverging fortunes of office and industrial construction, key indicators reveal where future aluminum demand may be building or in teardown mode.
Rolls-Royce to expand SC engine plant on data center demand
These expansions are being driven by the rapid growth of data centers, which are putting electric grids under pressure.