Linamar's Welland gigacasting project highlights Tier 1 risk in a weakening EV market
Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.
Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.
Hyundai Translead plans its first US trailer plants as production declines and trade cases on imports and tariffs move forward.
The facility will make aluminum and plastic components for US automakers.
Steel Dynamics issued first-quarter 2026 guidance, citing higher working capital tied to its aluminum ramp as the segment begins generating EBITDA.
Novelis’ award-winning recycled automotive sheet illustrates a broader industry challenge: returning end-of-life vehicle aluminum scrap back into high-grade sheet production.
Pace Industries plans to close two die-casting plants in Muskegon, Michigan, following the news of the planned closure of its Harrison, Arkansas plant, further reducing its US casting footprint.
The closure of Pace Industries' Harrison, Arkansas, die casting plant removes production capacity and a source of aluminum scrap streams typically generated by die casting operations.
Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.