Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Tag: Demand
Q2'25 auto sales: The sugar high quarter
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
Aluminum's turning point
If you’re part of the downstream aluminum market, it’s time to think ahead and adapt.
America's aluminum story: Scrap savvy and tariff turbulence
If you want cheap domestic aluminum, the answer is recycled content.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
Parsing construction demand: What Oldcastle and Jeld-Wen closures reveal about the B & C market
Plant closures at Oldcastle BuildingEnvelope and Jeld-Wen are two sides of the same coin: indicators of softening demand in different slices of construction.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
Aluminum buyers are juggling chaos, and that’s exactly what we’re talking about
From shifting demand to runaway premiums, the aluminum market isn't following the script.
Week in review: Holding pattern or breaking point?
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
Rail freight metrics
Looking at short line and regional movements as an indirect barometer of what's happening in aluminum rail movements.