Category: Transportation

Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.

The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.

West Coast congestion returns as tariff chaos fuels container surge.

ReMA's Spotlight on Aluminum highlighted a litany of pressure points shaping the industry, with a particular emphasis on the aluminum scrap frontier.

While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.

In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.

The Administration was eager to announce its first major trade deal on Thursday May 8. Unfortunately, the media probably gave more airtime to the news that Robert Prevost was the first American elected Pope in the Roman Catholic Church. Timing is everything…. but still the deal had important symbolism.

For domestic automakers, first-quarter 2025 earnings were once again defined by suspended guidance and repeated references to “tariff uncertainty”.

As pressures mount across the aluminum value chain, key signals buried in LKQ’s latest earnings both hint and obscure deeper shifts in how auto-related aluminum flows are being sourced, stockpiled, and sold.

Mass layoffs at the RV industry's biggest name flashes a warning light on the dashboard on US consumer discretionary spending.