AMU Survey: January lead times stable, but still uneven across products
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.
Category: Packaging
AMU Survey: MWP/UBC expectations and scrap outlook
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 reports full-year 2025 results, details 2026 outlook
Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.
EU targets small packaging in new recycling partnership
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.
The question of aluminum and substitution
Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.
AB InBev repurchases minority stake in US metal can operations
Anheuser-Busch InBev has repurchased a minority stake in its US metal can manufacturing operations, reversing a $3 billion transaction completed in 2020.
Novelis says Oswego repairs to cost $255 million, restart TBD
The most recent blaze in November damaged the hot mill's finishing mill, which is highly specialized.
Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
Novelis' Oswego plant sees management shakeup
The changes are happening months after recent fires took parts of the facility offline.
AMU Survey: UBC expectations fragment as scrap signals stabilized
December survey results show UBC price expectations becoming more debated even as scrap availability, inventory behavior, and Midwest premium expectations point toward steadier underlying conditions.