Category: Supply Chain Dynamics

The Iran war enters its third month this week with few promising off-ramps materializing for a possible end to the conflict.

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.

Anton Posner, CEO of Mercury Resources, will join Steel Market Update and Aluminum Market Update for a Community Chat on Thursday, May 14, at 11 am ET.

Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.

Century Aluminum restarted a potline at its Iceland smelter after an outage, though the move is unlikely to directly affect North American supply.

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.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Markets were all over the map last week. But once again, it was energy that commanded the most attention.

Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.