Novelis' Oswego plant sees management shakeup
The changes are happening months after recent fires took parts of the facility offline.
Category: Transportation
Midwest premiums: How high is high?
The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.
Focus on Demand: Trailer orders take a turn for the worse
Trailers represent a significant source of demand for aluminum extruders and sheet mills, consuming a lot of 6061 alloys. So, any softness in trailer orders is not welcome news.
ALUKO Group expands US manufacturing footprint
ALUKO Group plans to establish a second US manufacturing facility in Tennessee, expanding its domestic manufacturing presence beyond the EV-focused Jackson site.
Teamsters ratify first-ever contract at Real Alloy Morgantown after strike authorization
Workers at Real Alloy's Kentucky facility unanimously ratified their first collective bargaining agreement following a strike authorization vote, concluding months of negotiations.
Airbus' low-profile overhaul takes flight
A cluster of Airbus announcements reveals how quickly the OEM is tightening and rebalancing its US supply chain.
Focus on demand: Recreational vehicles as a bellwether for consumer spending
Although not large by overall industry metrics, the RV market is a barometer of consumer sentiment for discretional durable goods.
Scrap Musings for December
Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.
AMU survey results: November lead times ease
November's AMU survey shows broad easing in aluminum lead times across sheet and extrusion products, contrasted by a modest uptick in P1020 that illustrates the split between contract-anchored primary markets and the more dynamic semi-fabricated segment.
Constellium's incoming CEO discusses scrap bans, national security and growth plans
AMU spoke with Ingrid Joerg about her experience and her vision for Constellium, the Paris-based aluminum company with operations in Europe, North America and Asia.