Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Category: Growth Markets
Nemak cuts a leading role: Monclova site exiting the cast?
A Nemak plant is on its way out as global automaking reshapes what type of demand matters.
From Detroit to Tier 1: A field guide to the auto sector in Q2
A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
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.
Kaiser raises outlook, continues expansion projects
Kaiser Aluminum is raising its earnings outlook and doubling down on expansion as demand recovery takes shape.
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.
Crown and Ardagh ride beverage demand in Q2
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
Deeper dive: What the American Axle & Manufacturing and Dowlais merger means for scrap
The merger could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
Gears in motion: American Axle & Manufacturing and Dowlais merger
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.