Ball faces North American capacity constraints
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.
Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.
Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.
Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.
Part 3 of this series examines aluminum exports from Oman, Saudi Arabia, and Qatar, focusing on product-specific roles in US import supply.
Looking beyond EGA and Alba, what do other UAE and Bahrain producers mean for specific US import product categories?
Kibar Americas has acquired Novelis' former Fairmont, West Virginia facility, a cold-rolling and foil finishing plant idled in mid-2025.