Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Category: Supply Chain Dynamics
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
Century to restart production at Mt. Holly smelter
Century plans to invest about $50 million in the effort, adding about 10% to US production.
Nemak cuts a leading role: Monclova site exiting the cast?
A Nemak plant is on its way out as global automaking reshapes what type of demand matters.
The fallout from the unprecedented movement in Midwest Premiums
Reductions in Canadian supply is on factor in Midwest physical supply, and it will only get worse as we move forward.
Aluminz's new plant and the recasting of Texas/Oklahoma scrap map
From Mount Pleasant to Sapulpa, the supply chain is shifting with implications for scrap flows.
From Detroit to Tier 1: A field guide to the auto sector in Q2
A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
Aluminum Dynamics ships first coil from Mississippi mill
The mill represents a $2.7 billion investment and is expected to produce 650,000 tons of flat-rolled aluminum.