Tag: Automotive

In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.

For domestic automotive manufacturers, first quarter earnings results defined by a familiar theme: suspended guidance and constant references to “tariff uncertainty”.

The purpose of the tapered tariff reduction is to allow time to readjust supply lines or onshore manufacturing to the U.S., a phaseout that incentivizes shifts in components production.

As pressures mount across the aluminum value chain, key signals buried in LKQ’s latest earnings both hint and obscure deeper shifts in how auto-related aluminum flows are being sourced, stockpiled, and sold.

Mass layoffs at the RV industry's biggest name flashes a warning light on the dashboard on US consumer discretionary spending.

Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.

“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”

Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.

Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?

Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.