Category: Transportation

A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.

Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.

Kaiser Aluminum is raising its earnings outlook and doubling down on expansion as demand recovery takes shape.

Behind the diverging fortunes of office and industrial construction, key indicators reveal where future aluminum demand may be building or in teardown mode.

The merger could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.

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.

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’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

Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.

Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.