IAI April aluminum output falls as GCC declines outweigh gradual Western restarts
The International Aluminium Institute's April figures showed Gulf production losses and the Mozal shutdown outweight modest gains from Europe, China and North America.
Tag: Market Trends
AMU Survey: Tightening aluminum market not met by inventory rebuilding
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.
Automotive aluminum demand shifts as OEM priorities change
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.
GCC disruptions tighten global aluminum VAP supply chains
CRU’s Ross Strachan and Paul Williams outline at the CRU World Aluminium Summit 2026 how GCC disruptions are tightening billet, slab and foundry alloy supply more sharply than primary aluminum availability, increasing pressure across downstream manufacturing markets.
Q1 Construction Part Two: Large contractors, megaprojects show stronger activity
Construction indicators strengthened entering Q2, though most momentum was concentrated in data centers and infrastructure projects.
Q1 Construction Part One: Indicators point to concentrated Q2 strength
Construction indicators strengthened entering Q2, though most momentum was concentrated in data centers and infrastructure projects.
Class 8 surge, trailer slump complicates trucking recovery narrative
ACT Research and FTR Intelligence data showed Class 8 truck orders increased sharply in early 2026 even as trailer demand, OEM deliveries and manufacturer shipments remained weaker.
Aluminum earnings point to risk, not disruption
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
AMU Survey: Measured lead times diverge as sheet eases and primary tightens
Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.
AMU's monthly survey opens up next week. Time to have your say.
Keep informed on what your peers in the industry are saying about lead times, imports, logistics, prices and more.