AMU Summit: Data center cooling puts fin stock in focus
Kibar Americas expects data center cooling growth to add fin stock demand while US foil supply remains reliant on imports.
Kibar Americas expects data center cooling growth to add fin stock demand while US foil supply remains reliant on imports.
Aluminum content per vehicle is rising as automakers expand use of extrusions, sheet, and castings.
And there certainly was no shortage of things to talk about. Tariffs, geopolitics, domestic production trends, data center construction, and scrap availability were just some of the topics getting the spotlight.
August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.
General Motors’ Cadillac OPTIQ electric vehicle will feature a front bumper system made with Hydro CIRCAL.
Daimler Truck North America will close its Portland commercial truck plant while International Motors will sell its Springfield assembly operations to Roshel, reshaping commercial vehicle manufacturing in the US.
Commerce issued preliminary antidumping duty determinations on Mexican and Canadian van-type trailer imports, with Mexico receiving higher preliminary margins.
Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.
Higher packaging and general engineering shipments drove Kaiser Aluminum's second-quarter volume growth, while favorable metal conditions lifted earnings.
Hydro increased North American extrusion sales and recycled aluminum production during the second quarter as downstream demand partially recovered and recycling activity remained strong.