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.
Category: Transportation
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.
AMU PATH Fireside Chat: Bumper-to-bumper breakdown of aluminum’s changing role in today’s vehicles
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 port congestion
West Coast congestion returns as tariff chaos fuels container surge.
Recyclers aren’t on the menu; they have a seat at the table
ReMA's Spotlight on Aluminum highlighted a litany of pressure points shaping the industry, with a particular emphasis on the aluminum scrap frontier.
What Superior’s lost wheel contract says about regional sourcing
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.
Novelis builds for tomorrow, pays for it today
In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.
A week of underwhelming developments
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.