Constellium's shipments gain for quarter, year
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.
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.
The causes of the fires are still under investigation.
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
The first auction is scheduled for Feb. 19.
“There's absolutely no doubt that aluminum will be a growth platform for us going forward,” said Mark Millett, co-founder, chairman & CEO of the Indiana-based steelmaker.
Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.
US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.
The most recent blaze in November damaged the hot mill's finishing mill, which is highly specialized.