AMU Survey: January lead times stable, but still uneven across products
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.
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.
January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
December survey results show UBC price expectations becoming more debated even as scrap availability, inventory behavior, and Midwest premium expectations point toward steadier underlying conditions.
Industry respondents overwhelmingly expect UBC prices to remain stable in the current month, even as Class scrap and Midwest premium expectations point in different directions.
November's AMU survey shows broad easing in aluminum lead times across sheet and extrusion products, contrasted by a modest uptick in P1020 that illustrates the split between contract-anchored primary markets and the more dynamic semi-fabricated segment.
Aluminum Market Chatter from survey respondents.
Expectations for UBC scrap prices remained stable in October. What shifted was the composition of the remainder.
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.
There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.