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.”
Category: Supply Chain Dynamics
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.
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.
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.
Q2 tariff headwinds blow Alcoa inland
Alcoa's Q2 earnings reveals a company increasingly tethered to North America, just as the world looks to reduce exposure to U.S. trade risk.
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.
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.
Granges Americas operations a mixed bag in Q2'25
Gränges Americas said its operations during the second quarter were essentially flat, with sales to HVAC customers gaining steam while demand in other markets softened.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
Aluminerie Alouette’s Power Move: Aluminum supply chain under Hydro-Québec
Aluminerie Alouette's will invest $1.1 billion and secure a green power deal in a strategic bid for long-term stability.