Category: Supply Chain Dynamics

Novelis reported lower third-party rolled product shipments, higher intersegment volumes and provided a more detailed Bay Minette startup timeline.

Daimler Truck North America will close its Portland commercial truck plant while International Motors will sell its Springfield assembly operations to Roshel, reshaping commercial vehicle manufacturing in the US.

Commerce issued preliminary antidumping duty determinations on Mexican and Canadian van-type trailer imports, with Mexico receiving higher preliminary margins.

Ball posted higher second-quarter North and Central America can sales and low-single-digit shipment growth, but startup costs and a tight network kept segment earnings from rising.

The project is expected to break ground later this year.

It was a very hectic week in a number of markets, but not so much in the ferrous and nonferrous metals space.

Ford narrowed its F-Series production decline during the second quarter, but Super Duty output, gross stocks and fleet deliveries continued to reflect the Novelis aluminum disruption.

Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.

The $50-million project is expected to increase domestic primary production by about 10%. The plant had been operating at about 75% of its 230,000-metric-ton-per-year nameplate capacity.

AMU’s July survey found recyclers expecting lower Midwest Premium and UBC prices while demand softened, inventories declined and forward views remained mixed.