AMU survey: Supply concerns grow despite mixed lead times
AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.
AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.
Postle Aluminum plans two extrusion presses at a repurposed Howe, Indiana, site to expand production of larger profiles and trim products.
AMU's June survey showed weaker demand, fewer extending lead times and less inventory building, though respondents largely stopped short of forecasting an oversupplied market.
Hydro attributed the decision to low capacity utilization and the need for significant capital investment
Commerce issued preliminary duty determinations on van-type trailer imports from China and Mexico while terminating the Canadian subsidy investigation and advancing the remaining trade cases toward a final decision.
CRU's May outlook reduced 2026 growth expectations for several aluminum product categories, while its largest long-term forecast revision occurred in rolled products.
The contract covers roughly 3,400 workers in Davenport, Iowa; Alcoa, Tenn.; Lafayette, Ind.; and Massena, N.Y.
AMU's May aluminum market survey showed lengthier rolled product lead times coupled with shrinking extrusion and primary booking windows, though inventory building and forward demand sentiment remained cautious.
CRU Senior Analyst David Leah said at the CRU World Aluminium Summit 2026 in London that automotive aluminum demand continues increasing, though growth is shifting unevenly between castings, extrusions and rolled products as automakers reassess vehicle designs.
The current contract expires on May 16.