Chinese can sheet regains US share
Trade data shows Chinese beverage can sheet imports more than doubled from January through most of May despite tariffs, higher conversion fees, expanding domestic capacity and a weaker US dollar.
Trade data shows Chinese beverage can sheet imports more than doubled from January through most of May despite tariffs, higher conversion fees, expanding domestic capacity and a weaker US dollar.
“We will have coils coming off the mill within the next few weeks, well ahead of our previous guidance of end of June in the fourth quarter,” said Steve Fisher, president and CEO of the Atlanta-based company.
Texarkana Aluminum (TKA) used its new Mino four strand hot tandem line to produce the first coil at its Texas facility.
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.
Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.
Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.
Novelis has restarted casting operations at its Greensboro, Georgia, recycling facility after a March 1 explosion temporarily halted production.
Global beverage can shipments grew by 3% for the full year versus the prior year. Of that, 5% growth was from the Americas.
Novelis temporarily halted operations at its Georgia recycling and casting plant following a March 1 equipment explosion. No reported injuries.