Growth Markets
May 7, 2025
Written by Greg Wittbecker
Guidance pulled; nerves rattled
For domestic automakers, first-quarter 2025 earnings were once again defined by suspended guidance and repeated references to “tariff uncertainty”.
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.
At ADI’s facility in Mississippi, all three cold mills are now operational, which will allow ADI to access the full 650,000-metric-ton annual capability, the company said.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Ken Simonson, chief economist for the Associated General Contractors of America (AGC), will join SMU and AMU for a Community Chat webinar on Wednesday, Oct. 28, at 11 a.m. ET.
Aluminum sheet lead times rose modestly in October, while broader supply indicators remained largely stable after September’s shift.
