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.
Category: Transportation
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.
Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
June PPI data reveals margin pressure mounting in aluminum's midstream market
June’s data revealed secondary aluminum logged the most significant price increases across the aluminum complex, standing out in an otherwise steady month for many mid- and downstream categories
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Q2'25 auto sales: The sugar high quarter
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
Casting a wider net: Cascade Die Casting to expand North Carolina site
Casting capacity expands right in the heart of a key OEM supply chain.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Allison Transmission acquires Dana’s off-highway arm: Implications for Aluminum and Indiana’s industrial base
Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.
Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.