Global Trade
May 7, 2025
Written by Nicholas Bell
For domestic automotive manufacturers, first quarter earnings results defined by a familiar theme: suspended guidance and constant references to “tariff uncertainty”.
Ford Motor Group was the last of the “Big Three” to report Q1 results, following General Motors (GM) and Stellantis in withdrawing 2025 guidance amid mounting tariff concerns.
EGA has restarted 631 of Al Taweelah’s 1,262 reduction cells and still expects the smelter to return to full production in Q1 2027.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Aluminum sheet lead times rose modestly in October, while broader supply indicators remained largely stable after September’s shift.
Alcoa expects two other unnamed sites to follow the Massena East sale.
A Luxembourg court withdrew an order blocking a potential sale of Ardagh Metal Packaging, allowing Ardagh Holdings to resume preparations.
