AMU survey: Supply concerns grow despite mixed lead times
AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.
Tag: Demand
Canada is taking more of its business elsewhere
Canadian aluminum exports to the US have continued to drop since the introduction of tariffs in March 2025, with a growing share shipping off to Europe and Mexico.
Auto market check in: Production uneven despite stronger late sales
Government data show first-half automotive production remained concentrated in light trucks, while passenger car output, inventories and import flows followed a different path.
AMU June survey: Scrap market sentiment moderates, primary/semi supply keeps pace
June survey responses showed scrap market participants becoming more cautious on premiums, scrap availability and exports, while downstream demand indicators remained comparatively firmer.
AMU June survey: Expansionary signals retreat, balance outlook holds
AMU's June survey showed weaker demand, fewer extending lead times and less inventory building, though respondents largely stopped short of forecasting an oversupplied market.
CRU revises extrusions, rolled products growth outlooks
CRU's May outlook reduced 2026 growth expectations for several aluminum product categories, while its largest long-term forecast revision occurred in rolled products.
AMU Survey: Tightening aluminum market not met by inventory rebuilding
AMU's May aluminum market survey showed lengthier rolled product lead times coupled with shrinking extrusion and primary booking windows, though inventory building and forward demand sentiment remained cautious.
North American demand gained slightly in 2025, Aluminum Association reports
Demand totaled an estimated 26.65 billion pounds in 2025, a year marked by an ever-shifting tariff environment, the association said.
Q1 Construction Part Two: Large contractors, megaprojects show stronger activity
Construction indicators strengthened entering Q2, though most momentum was concentrated in data centers and infrastructure projects.
Class 8 surge, trailer slump complicates trucking recovery narrative
ACT Research and FTR Intelligence data showed Class 8 truck orders increased sharply in early 2026 even as trailer demand, OEM deliveries and manufacturer shipments remained weaker.