Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
Tag: Demand
New Year's resolutions for the aluminum Industry
There are some tactical resolutions in this list that are essential for the companies involved to achieve their financial results for 2026. Some are aspirational and may take more than 2026 to happen.
Focus on Demand: Trailer orders take a turn for the worse
Trailers represent a significant source of demand for aluminum extruders and sheet mills, consuming a lot of 6061 alloys. So, any softness in trailer orders is not welcome news.
MMG Extrusions completes multi-year expansion at New Hampshire facility
MMG Extrusions completed a multi-year expansion at its New Hampshire facility that increased extrusion capacity and added automated aging, packing, and downstream processing.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.
AI needs data centers. What this means for metals.
AI is seeing an aggressive buildup, but some cracks are beginning to show.
Aluminum Supply-Demand Forecasts: Accuracy versus Precision
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.
Focus on demand: Recreational vehicles as a bellwether for consumer spending
Although not large by overall industry metrics, the RV market is a barometer of consumer sentiment for discretional durable goods.
Edward Meir's Week in Review for AMU: Dec. 7, 2025
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 Musings for December
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.