Edward Meir's week in review and thoughts for the week of May 4, 2026
The Iran war enters its third month this week with few promising off-ramps materializing for a possible end to the conflict.
The Iran war enters its third month this week with few promising off-ramps materializing for a possible end to the conflict.
Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.
Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.
Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.
Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.
Mumford Metal Casting has been acquired, with a closer look at the structure and operating profile of its Midwest die casting assets.
Toyota's Kentucky and Indiana investments point to a localized, scrap-based aluminum supply chain tied to engine production.
GM's $150M Saginaw investment targets V-8 tooling, with plant data outlining capacity, utilization and aluminum input structure.