Market sector deep dive: Solar
An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.
Tag: Manufacturing
AMU Survey: Lead times split by product group
The August AMU survey reveals lead times lengthening for sheet but easing for billet and extrusions, with distributors, producers, manufacturers, and recyclers each reporting conditions shaped by their position in the value chain.
Crosscurrents in non-residential construction Part 2: Dodge data
Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.
Crosscurrents in non-residential construction Part 1: Spending, billings, backlog
Conflicting reads across census spending, backlog surveys, and Dodge planning data point to a construction market where commercial may be nearing a floor, infrastructure remains buoyed by long pipelines, and heavy industrial lags.
Fulton acquires AFCO as Metra builds cross-border extrusion platform
Private equity-backed moves by Fulton Asset Management and KPS Capital Partners highlight how consolidation is reshaping North American extrusion capacity, with strategies aimed squarely at construction and industrial end markets.
Labor standoff at Pace's Pennsylvania die-casting plants
The standoff at Pace Industries' Pennsylvania operations offers a snapshot of its Loyalhanna plant and how they fit into Pace's wider aluminum network.
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Court finds for Kaiser in suit against US Magnesium
A court found in favor of Kaiser Aluminum in a lawsuit in which the aluminum producer sued U.S. Magnesium over a breach of contract.
Mill Steel to relocate plant to Port of Houston
Mill Steel processes aluminum grades 1xxx, 3xxx, 5xxx, 6xxx for industrial manufacturing and specialized applications.