Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
The first auction is scheduled for Feb. 19.
“There's absolutely no doubt that aluminum will be a growth platform for us going forward,” said Mark Millett, co-founder, chairman & CEO of the Indiana-based steelmaker.
Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.
US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.
The most recent blaze in November damaged the hot mill's finishing mill, which is highly specialized.
The changes are happening months after recent fires took parts of the facility offline.
ALUKO Group plans to establish a second US manufacturing facility in Tennessee, expanding its domestic manufacturing presence beyond the EV-focused Jackson site.
Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.
AMU spoke with Ingrid Joerg about her experience and her vision for Constellium, the Paris-based aluminum company with operations in Europe, North America and Asia.