AMU's June monthly round-up: Tariffs, shifts, and strains
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
Casting capacity expands right in the heart of a key OEM supply chain.
Superior Industries is officially off the New York Stock Exchange, and while that might sound like a corporate headline, it carries bigger weight for anyone tied to the aluminum supply chain.
The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.
May moved the market. Are you ready for June?
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.