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.
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 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 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.
A loophole in Section 232 could allow unethical people to game the system.
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
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.
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.
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.
September's survey shows stability, but a closer look reveals diverging conditions: scrap recyclers facing oversupply, semi-fabricators holding ground, and softer price expectations on Midwest premiums and UBCs.
As billet upcharges mount, scrap spreads stay wide, and talk of an export ban rattles recyclers, the aluminum industry heads into 2026 facing some of the toughest cost and supply negotiations yet.