Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
Aluminum market participants are increasingly concerned about demand, according to the results of our latest survey. And yet most - nearly 80% - expect the Midwest Premium to hold steady or increase on the impact of President Trump's tariffs.
Our monthly survey collects data on these and other topics in an anonymous format. The goal: to provide you with a snapshot of the market as it is, even if that's not always where it was forecast to be. Our survey data is also a great way to keep tabs on what your peers across the industry are thinking.
Kaiser Aluminum is raising its earnings outlook and doubling down on expansion as demand recovery takes shape.
Behind the diverging fortunes of office and industrial construction, key indicators reveal where future aluminum demand may be building or in teardown mode.
The mill represents a $2.7 billion investment and is expected to produce 650,000 tons of flat-rolled aluminum.
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
The merger could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
“We have, so far, not seen big changes to our operations from tariffs and potential trade wars. Our main concern is whether the uncertainty will lead to a global economic downturn.”