Novelis expects to restart Oswego in second quarter
The causes of the fires are still under investigation.
Category: Growth Markets
Ford results: Oswego restart, truck output and putting numbers to aluminum sheet
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
HVAC market: What recent earnings reveal about residential, commercial demand
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.
AMU Explainer: Metal storage and why contango matters to traders
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.
Auction for seized aluminum to be held in February, May
The first auction is scheduled for Feb. 19.
Century's Hawesville smelter sale in the context of US primary aluminum
The smelter had been the largest domestic source of high-purity primary aluminum used in aerospace and defense applications—arguably falling under the national security rationale of Section 232.
Gränges' 2025 earnings show higher shipments and late-year margin shifts
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.
Climbing prices, mill repairs, smelter expansions and more kick off January
There’s a lot of news to keep track of. So we’re here to lend a hand with a summary of recent news.
AMU Survey: January lead times stable, but still uneven across products
January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.
North America rail freight shipments: Gauging industrial demand
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.