AMU Survey: Lead times for extrusions, sheet, primary diverge
AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.
Tag: Extrusions
Hydro, University of Michigan partner on automotive alloy project
The Hydro/University of Michigan partnership links university research with Hydro's facilities to develop, test, and scale next-generation aluminum extrusion alloys.
Hydro's Q3 results show stable output but volatile margins
The results show Hydro holding its operational footing even as profitability becomes harder to predict as margins swing sharply year over year, and even quarter to quarter.
Federal oversights put the brakes on solar investment
Federal regulators under the Trump administration have intensified oversight and reduced tax incentives for solar projects, delaying massive developments like Nevada's Esmeralda 7 and threatening to stall over 55 GW of new capacity.
EGA-Spectro launches Phase 2 at Rosemount, expanding secondary billet capacity
EGA-Spectro Alloys has begun the second phase of its Rosemount, Minnesota expansion, adding a second wave of billet-casting capacity to the facility that began producing billets earlier this year.
Fake semis return to the market
A loophole in Section 232 could allow unethical people to game the system.
Plugging the leaks, Part 1: How aluminum trade groups are closing gaps in Section 232
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
Tracking construction, Part 2: Building out the indicators
Building on the backlog analysis, this follow-up connects Dodge Construction Network's construction starts data, the Dodge Momentum Index, and the AIA/Deltek Architecture Billings Index to map how project planning, design, and execution are aligning - or diverging - across the construction cycle.
Tracking construction, Part 1: Weighing the construction backlog
This installment examines August's Associated Builders and Contractors Construction Backlog Indicator, breaking down shifts by industry, region, and company size to show where contractors' forward workloads are expanding - and where they're stalling.
Looking for demand in all the wrong places
AMU takes a closer look at obscure but telling markets - corrugated boxes, cement, and coatings - for early clues on where aluminum demand may really be headed in 2025.