Novelis shipments decline, Bay Minette commissioning advances
Novelis reported lower third-party rolled product shipments, higher intersegment volumes and provided a more detailed Bay Minette startup timeline.
Category: Growth Markets
Daimler closure, International sale reshape truck manufacturing
Daimler Truck North America will close its Portland commercial truck plant while International Motors will sell its Springfield assembly operations to Roshel, reshaping commercial vehicle manufacturing in the US.
Commerce sets preliminary duties on Mexican, Canadian trailers
Commerce issued preliminary antidumping duty determinations on Mexican and Canadian van-type trailer imports, with Mexico receiving higher preliminary margins.
Ball works through capacity constraints
Ball posted higher second-quarter North and Central America can sales and low-single-digit shipment growth, but startup costs and a tight network kept segment earnings from rising.
Edward Meir's week in review and thoughts on the week of Aug. 3, 2026
It was a very hectic week in a number of markets, but not so much in the ferrous and nonferrous metals space.
Constellium sees 'digestible' impact from Iran war so far
Constellium raised its 2026 guidance, now expecting adjusted EBITDA in the range of $980 million to $1 billion
Ford rebuilds F-Series output after Novelis disruption
Ford narrowed its F-Series production decline during the second quarter, but Super Duty output, gross stocks and fleet deliveries continued to reflect the Novelis aluminum disruption.
Semi-fabricated markets aren’t moving together
Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.
Nemak targets second-half start-up for Georgia megacasting plant
Nemak expects production at its Georgia megacasting facility to begin in the second half of 2026, with ramp-up continuing through 2028 following its acquisition of GF Casting Solutions.
Ardagh Metal Packaging raises full-year guidance
Ardagh Metal Packaging upgraded its full–year 2026 EBITDA guidance to a range of between $775 million–$790 million, as the second quarter saw growth driven by Europe.