Category: Growth Markets

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

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.

Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.

The US has released new procedures allowing steel and aluminum producers in Canada and Mexico to qualify for reduced Section 232 tariffs. But only if they commit to building new production in the US.

Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.

First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.

Under the deal, Constellium will supply Airbus with a wide range of extrusions manufactured using advanced aluminum alloys, and Constellium’s aluminum-lithium product, Airware.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.