AMU Survey: Lead times fall as demand rises
August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.
Category: Packaging
Ardagh may sell metal packaging business
Ardagh Metal Packaging operates 23 metal beverage can production facilities and recorded sales of about $5.5 billion in 2025.
Commerce expands aluminum container circumvention inquiry
Commerce opened circumvention inquiries into disposable aluminum container imports from Malaysia and Indonesia while earlier Vietnam and Thailand cases continue toward final determinations.
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.
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.
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
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.
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.
Kaiser's packaging ramp drives shipment growth
Higher packaging and general engineering shipments drove Kaiser Aluminum's second-quarter volume growth, while favorable metal conditions lifted earnings.
AMU Survey: Recyclers turn more cautious
AMU’s July survey found recyclers expecting lower Midwest Premium and UBC prices while demand softened, inventories declined and forward views remained mixed.