AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
The facility will make aluminum and plastic components for US automakers.
US Customs and Border Protection concluded the first of two scheduled auctions of seized extruded aluminum pallets on Feb. 19.
Century Aluminum and Emirates Global Aluminium signed a downstream agreement with U.S. Aluminum Company tied to the planned Oklahoma smelter.
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.
January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.