Hydro to cut spending guidance amid economic uncertainty
“We have, so far, not seen big changes to our operations from tariffs and potential trade wars. Our main concern is whether the uncertainty will lead to a global economic downturn.”
Tag: Demand
Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
AMU's June monthly round-up: Tariffs, shifts, and strains
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
AMU Survey: Tariffs cast a shadow on the market
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Q2'25 auto sales: The sugar high quarter
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
Aluminum's turning point
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
America's aluminum story: Scrap savvy and tariff turbulence
If you want cheap domestic aluminum, the answer is recycled content.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Parsing construction demand: What Oldcastle and Jeld-Wen closures reveal about the B & C market
Plant closures at Oldcastle BuildingEnvelope and Jeld-Wen are two sides of the same coin: indicators of softening demand in different slices of construction.