Lead times, scrap trends, capacity updates and more

AMU’s monthly survey results: supply concerns and caution

Our July survey revealed supply concerns are growing despite mixed lead times. Common alloy and auto body sheet as well as billet lead times increased, while 6061 extrusion and P1020 or high-purity ingot lead times declined. Meanwhile, respondents tied to transportation and consumer durables expressed greater concern that new US primary and semi-fabricated supply was not keeping pace with demand. Building and construction respondents more often reported declining current demand and adequate supply despite longer lead times for common alloy sheet.