Construction end market check-in: 2025 Backlog and momentum indicators
Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.
Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.
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.
Join aluminum experts and Aluminum Market Update (AMU) contributors Greg Wittbecker and Edward Meir for an AMU Community Chat on on Thurs., Jan. 22, at 11 am ET to find out.
This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.
It was a generally more positive week for most markets as a better tone in US equities ushered in a measure of stability. The bitcoin/crypto sell-off eased somewhat as well. Some of the battered AI-related names also recovered. The likelihood of another December Fed rate cut this week also helped sentiment.
Linamar's acquisition of "selected assets" from Aludyne's North American operations marks a strategic shift that deepens its U.S. casting footprint and adds significant secondary aluminum capacity to its portfolio.
A massive wave of U.S. grid investment is set to supercharge demand for aluminum transmission cable.
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
September is historically an active contract execution month; but this year the market paused amid uncertainty.