Tag: Demand

AI is seeing an aggressive buildup, but some cracks are beginning to show.

Recent swings in aluminum supply-demand balances reveal the practical gap between accuracy and precision, showing how real smelter disruptions can upend even the most carefully constructed forecasts.

Although not large by overall industry metrics, the RV market is a barometer of consumer sentiment for discretional durable goods.

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.

Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.

Aluminum Market Chatter from survey respondents.

This is Part Two of a look at the commercial trucking sector and its impact on aluminum.

The Millersburg site will add a production facility to Ball’s Pacific Northwest portfolio, just over a year after the company shuttered its can manufacturing plant in Kent, Washington.

Expectations for UBC scrap prices remained stable in October. What shifted was the composition of the remainder.

AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.