AMU's June monthly round-up: Tariffs, shifts, and strains
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.
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.
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Plant closures at Oldcastle BuildingEnvelope and Jeld-Wen are two sides of the same coin: indicators of softening demand in different slices of construction.
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
From shifting demand to runaway premiums, the aluminum market isn't following the script.