Category: Transportation

The current contract expires on May 16.

ACT Research and FTR Intelligence data showed Class 8 truck orders increased sharply in early 2026 even as trailer demand, OEM deliveries and manufacturer shipments remained weaker.

Hydro's Q1 results show higher prices supporting margins despite weaker North American demand and ongoing Middle East curtailments.

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.

Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.

Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.

First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.