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.
Category: Trade Policy and Tariffs
AMU Survey: Demand outlook uncertain
Aluminum market participants are increasingly concerned about demand, according to the results of our latest survey. And yet most - nearly 80% - expect the Midwest Premium to hold steady or increase on the impact of President Trump's tariffs.
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.
Crown and Ardagh ride beverage demand in Q2
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
Deeper dive: What the American Axle & Manufacturing and Dowlais merger means for scrap
The merger could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
Gears in motion: American Axle & Manufacturing and Dowlais merger
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
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.”
Report: Alcoa to pause Canadian projects in wake of tariff threats
Alcoa's chief executive says Canadian expansion plans are on hold as tariff threats escalate, forcing the aluminum giant to reroute metal and rethink investments.
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.