Tag: Demand

First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.

Toyota's Kentucky and Indiana investments point to a localized, scrap-based aluminum supply chain tied to engine production.

Survey responses show demand at a reduced level, with buying ahead, tightening supply, and limited imports shaping market activity.

GM will invest $40 million in Toledo Propulsion Systems to expand capacity and add a new transmission variant.

The Federal Reserve held rates steady while modestly raising inflation and growth projections, highlighting uncertainty tied to geopolitics and tariffs.

Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.

Steel Dynamics issued first-quarter 2026 guidance, citing higher working capital tied to its aluminum ramp as the segment begins generating EBITDA.

Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.

Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.