Aluminum earnings point to risk, not disruption
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.
Mumford Metal Casting has been acquired, with a closer look at the structure and operating profile of its Midwest die casting assets.
Glencore's acquisition of a 45% stake in a South Carolina recycling facility alongside Alumicore marks a shift from marketing rights to equity in US scrap-fed aluminum operations.
Toyota's Kentucky and Indiana investments point to a localized, scrap-based aluminum supply chain tied to engine production.
GM's $150M Saginaw investment targets V-8 tooling, with plant data outlining capacity, utilization and aluminum input structure.
Part 3 of this series examines aluminum exports from Oman, Saudi Arabia, and Qatar, focusing on product-specific roles in US import supply.
Looking beyond EGA and Alba, what do other UAE and Bahrain producers mean for specific US import product categories?
Part 1 of a three-part series examines how EGA and Alba's high-purity ingot, billet and foundry alloys intersect with US demand.
The US will apply tariffs to the full value of aluminum-containing imports under a new Section 232 framework with tiered duty rates.