Tag: Demand

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.

Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.

LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.

Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.

Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.

Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.