Tag: Market Trends

February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.

Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.

The company expects to invest more in 2026.

The goal is to provide you with a snapshot of the market as it is.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Feb. 16.

Recent earnings from major HVAC manufacturers show residential demand constrained by channel adjustments, while commercial activity - especially in the Americas - remains the primary source of volume support.

With LME contango insufficient to cover financing and storage costs, the aluminum market has shifted the burden of carry onto physical premiums, forcing traders to rely on premium appreciation to keep inventory economically viable.

The smelter had been the largest domestic source of high-purity primary aluminum used in aerospace and defense applications—arguably falling under the national security rationale of Section 232.

Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.

Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.