Semi-fabricated markets aren’t moving together
Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.
Tag: Automotive
Nemak targets second-half start-up for Georgia megacasting plant
Nemak expects production at its Georgia megacasting facility to begin in the second half of 2026, with ramp-up continuing through 2028 following its acquisition of GF Casting Solutions.
Kaiser's packaging ramp drives shipment growth
Higher packaging and general engineering shipments drove Kaiser Aluminum's second-quarter volume growth, while favorable metal conditions lifted earnings.
ADI expects auto sales from Mississippi mill to begin before year end
SDI, which runs Aluminum Dynamics Inc (ADI), has been ramping up production in Mississippi and at a recycled slab center in San Luis Potosi, Mexico.
Postle plans two extrusion presses at Howe site
Postle Aluminum plans two extrusion presses at a repurposed Howe, Indiana, site to expand production of larger profiles and trim products.
Packaging growth leads Gränges Americas volume growth
Gränges Americas sales volume rose 7.7% in the second quarter as packaging gains outweighed lower industrial shipments tied to construction demand.
Auto market check in: Production uneven despite stronger late sales
Government data show first-half automotive production remained concentrated in light trucks, while passenger car output, inventories and import flows followed a different path.
Toyota to shift Tacoma production back to Texas as USMCA review continues
Toyota's $3.6 billion San Antonio expansion will shift Tacoma production from Baja California, Mexico to Texas as USMCA talks continue.
Constellium sells China auto JV
The Constellium Engley (Changchun) Automotive Structures facility produces aluminum crash management systems and other structural components for the Chinese automotive market
Edward Meir's week in review and thoughts on the week of July 6, 2026
Markets were somewhat adrift this past holiday-shortened week as there was not much meaningful news to go by.