North American demand gained slightly in 2025, Aluminum Association reports
Demand totaled an estimated 26.65 billion pounds in 2025, a year marked by an ever-shifting tariff environment, the association said.
Demand totaled an estimated 26.65 billion pounds in 2025, a year marked by an ever-shifting tariff environment, the association said.
CRU Senior Analyst David Leah said at the CRU World Aluminium Summit 2026 in London that automotive aluminum demand continues increasing, though growth is shifting unevenly between castings, extrusions and rolled products as automakers reassess vehicle designs.
“We will have coils coming off the mill within the next few weeks, well ahead of our previous guidance of end of June in the fourth quarter,” said Steve Fisher, president and CEO of the Atlanta-based company.
Texarkana Aluminum (TKA) used its new Mino four strand hot tandem line to produce the first coil at its Texas facility.
Global shipping volatility is tightening its grip on metal supply chains. And the risks are not easing; in fact, they’re escalating, according to Anton Posner, CEO of Mercury Resources.
The current contract expires on May 16.
Construction indicators strengthened entering Q2, though most momentum was concentrated in data centers and infrastructure projects.
Construction indicators strengthened entering Q2, though most momentum was concentrated in data centers and infrastructure projects.
US Commerce Secretary Howard Lutnick said the US should pursue separate, bilateral trade negotiations with Canada and Mexico instead of renewing the US-Mexico-Canada Agreement (USMCA).
The upgrades are expected to increase capacity by up to 75,000 metric tons, the company said in an announcement.