Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
Category: Pulse
Report: Alcoa to pause Canadian projects in wake of tariff threats
Alcoa's chief executive says Canadian expansion plans are on hold as tariff threats escalate, forcing the aluminum giant to reroute metal and rethink investments.
Ball’s western re-entry and the regional can making pressures
Ball’s decision to build a new plant in Oregon revives its Western footprint, but it also highlights strain that has made can making difficult in the region.
Rolls-Royce to expand SC engine plant on data center demand
These expansions are being driven by the rapid growth of data centers, which are putting electric grids under pressure.
June PPI data reveals margin pressure mounting in aluminum's midstream market
June’s data revealed secondary aluminum logged the most significant price increases across the aluminum complex, standing out in an otherwise steady month for many mid- and downstream categories
Rio Tinto reports record bauxite production but tariffs still sting
The world’s second-largest miner by market value said it now expects the aluminum raw material to hit the higher end of its full-year guidance range, the company said in its second quarter production report.
GM pauses production at Mexico plant amid broader tariff concerns
The facility manufactures the Chevrolet Silverado and Cheyenne and GMC Sierra, as well as propulsion systems assembly.
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Construction faces headwinds from tariff uncertainty, immigration crackdown
Tariffs and inflation have been playing havoc on prices and higher interest rates, and lending requirements have made financing more difficult.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.