
Crown and Ardagh ride beverage demand in Q2
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
Strong beverage demand carried Crown and Ardagh through Q2, but inventory buffers are shrinking and production is running near full tilt.
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
“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.”
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.
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.
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
If you want cheap domestic aluminum, the answer is recycled content.