Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Tag: Demand
From Detroit to Tier 1: A field guide to the auto sector in Q2
A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.
Residential construction markets diverge
The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.
AMU's July monthly round-up: A lawsuit, new capacity, and tariffs, of course
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.
AMU Survey: Demand outlook uncertain
Aluminum market participants are increasingly concerned about demand, according to the results of our latest survey. And yet most - nearly 80% - expect the Midwest Premium to hold steady or increase on the impact of President Trump's tariffs.
Non-residential construction sends mixed signals
Behind the diverging fortunes of office and industrial construction, key indicators reveal where future aluminum demand may be building or in teardown mode.
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.
Gears in motion: American Axle & Manufacturing and Dowlais merger
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.
Hydro to cut spending guidance amid economic uncertainty
“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.”
Trucks, trailers, tariffs: Updated commercial vehicle data
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.