Plugging the leaks, Part 1: How aluminum trade groups are closing gaps in Section 232
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
Category: Growth Markets
Tracking construction, Part 2: Building out the indicators
Building on the backlog analysis, this follow-up connects Dodge Construction Network's construction starts data, the Dodge Momentum Index, and the AIA/Deltek Architecture Billings Index to map how project planning, design, and execution are aligning - or diverging - across the construction cycle.
Tracking construction, Part 1: Weighing the construction backlog
This installment examines August's Associated Builders and Contractors Construction Backlog Indicator, breaking down shifts by industry, region, and company size to show where contractors' forward workloads are expanding - and where they're stalling.
Boeing brings in replacements as Missouri strike continues
About 3,200 employees represented by the International Association of Machinists and Aerospace Workers District 837 have been on strike since Aug. 4.
EGA Spectro Alloys opens first phase of Minnesota casthouse
The production will be focused on a scrap-heavy melt formula, with the target being 80% scrap and 20% primary metal.
As Oswego outage continues, auto and beverage supply seek alternatives
Novelis has declared force majeure on automotive, beverage and container stock shipments.
Looking for demand in all the wrong places
AMU takes a closer look at obscure but telling markets - corrugated boxes, cement, and coatings - for early clues on where aluminum demand may really be headed in 2025.
Freight: Aluminum's canary in the coal mine
Freight data - especially truck movements - remains flat year over year, underscoring its role as a leading indicator of commodity demand and an early signal for aluminum's dependence on final-mile delivery.
AMU Survey: Stability on the surface, fractures beneath
September's survey shows stability, but a closer look reveals diverging conditions: scrap recyclers facing oversupply, semi-fabricators holding ground, and softer price expectations on Midwest premiums and UBCs.
Fire damages Tennessee Aluminum Processors plant
The fire’s impact on production is unclear at this time.