Deeper dive: What the American Axle & Manufacturing and Dowlais merger means for scrap
The merger could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
Category: Pulse
Hydro to cut spending guidance amid economic uncertainty
“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.”
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.
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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