Semi-fabricated markets aren’t moving together

With earnings season now past its midpoint, most of the major aluminum companies with meaningful exposure to the US and larger North American semi-fabricated market have reported their latest results.

The shipment data show a clear split between product forms, end markets and stages in the supply chain. Several rolled product categories recorded higher volumes, while extrusions remained flat or declined.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.