Global Trade
August 5, 2025
Written by Nicholas Bell
General Motors’ North American wholesale volume fell 6% year-over-year in the second quarter to 849,000 units from 903,000 in Q2’24. The decline was moderate, but beneath the topline figure, GM restructured its output mix, pulling back on sedans and certain export-oriented models while ramping up production of crossovers and SUVs.
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.
