July's producer price index (PPI) and manufacturing survey (M3) data show an aluminum sector that looks steady on paper but is shrinking once inflation is stripped away, with costs cascading unevenly through the supply chain.
The August AMU survey reveals lead times lengthening for sheet but easing for billet and extrusions, with distributors, producers, manufacturers, and recyclers each reporting conditions shaped by their position in the value chain.
Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.
Conflicting reads across census spending, backlog surveys, and Dodge planning data point to a construction market where commercial may be nearing a floor, infrastructure remains buoyed by long pipelines, and heavy industrial lags.
Private equity-backed moves by Fulton Asset Management and KPS Capital Partners highlight how consolidation is reshaping North American extrusion capacity, with strategies aimed squarely at construction and industrial end markets.
The standoff at Pace Industries' Pennsylvania operations offers a snapshot of its Loyalhanna plant and how they fit into Pace's wider aluminum network.
LKQ Corp.'s decision to sell its Self Service segment may look like a minor portfolio shift, but it strikes at the heart of the U.S. auto dismantling systems that feeds into the zorba supply chain.
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Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.