Global Trade
July 7, 2025
Written by Nicholas Bell
The commercial vehicle sector is showing signs of fatigue, but you wouldn’t know it at first glance of the latest government figures.
As order volumes weaken across trailers (box-style haulers) and Class 8 trucks (big rigs), macroeconomic data on transportation equipment points in the opposite direction, with record-high values in new orders and unfilled backlogs.
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.
