AMU Survey: Lead times extend as undersupply expectations rise
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
The causes of the fires are still under investigation.
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.
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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.
January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.
Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.