AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
Category: Supply Chain Dynamics
GM to invest $40 million to expand Toledo transmission plant capacity
GM will invest $40 million in Toledo Propulsion Systems to expand capacity and add a new transmission variant.
Alcoa draws new orders as Iran war continues
Aluminum producer Alcoa is getting more interest from customers as states in the Persian Gulf region curtail production amid the Iran war.
Taking the pulse of railroad freight
The shipment data on primary metals ex Canada is not validating what people are saying about higher exports yet.
Our take on Wednesday's Fed meeting
The Federal Reserve held rates steady while modestly raising inflation and growth projections, highlighting uncertainty tied to geopolitics and tariffs.
Linamar's Welland gigacasting project highlights Tier 1 risk in a weakening EV market
Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.
Hyundai Translead to build first US trailer plants as duty investigations move forward
Hyundai Translead plans its first US trailer plants as production declines and trade cases on imports and tariffs move forward.
Auto supplier to redevelop former Alabama steel mill site
The facility will make aluminum and plastic components for US automakers.
Steel Dynamics issues Q1'26 guidance, flags aluminum ramp and higher working capital
Steel Dynamics issued first-quarter 2026 guidance, citing higher working capital tied to its aluminum ramp as the segment begins generating EBITDA.
Novelis award highlights broader challenge of recycling automotive aluminum back into sheet
Novelis’ award-winning recycled automotive sheet illustrates a broader industry challenge: returning end-of-life vehicle aluminum scrap back into high-grade sheet production.