Iran war disruptions show importance of US smelters, Century says
“The timing of our Mt. Holly restart could not be better...providing additional American metal units to the domestic market,” CEO Jesse Gary said.
Tag: Earnings
Ball faces North American capacity constraints
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Hydro Q1: Upstream production rises as North American extrusion demand declines
Hydro's Q1 results show higher prices supporting margins despite weaker North American demand and ongoing Middle East curtailments.
Weak automotive demand limits strain as Ford, GM earnings hold
Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.
Constellium Q1 shipments steady as automotive sheet tightness shifts mix
Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.
Gränges Q1 volumes rise on share gains as pricing drives Americas profitability
Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.
Kaiser Q1 shipments rise on aerospace and packaging; 2026 outlook increased
Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.
Aluminum earnings point to risk, not disruption
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
Steel Dynamics produces aluminum from Mississippi as flat-rolled operations ramp up
Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.
Alcoa navigates impacts of Iran war
The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.