Trump administration takes stake in Atalco to boost alumina, gallium production
Atalco is getting a $450 million infusion to expand production in Louisiana
Tag: Production
Aerospace end market check-in: 2025 aircraft deliveries
A review of 2025 Airbus and Boeing aircraft deliveries, with context around production and supply-chain structure.
Labor agreement timelines converge in US aluminum
Labor agreements across US aluminum producers are converging around 2026, bringing collective bargaining timelines into sharper focus this year.
Recreational vehicle wholesale shipments slump
US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.
Novelis says Oswego repairs to cost $255 million, restart TBD
The most recent blaze in November damaged the hot mill's finishing mill, which is highly specialized.
Novelis' Oswego plant sees management shakeup
The changes are happening months after recent fires took parts of the facility offline.
How Venezuela figures into the aluminum sector
How Venezuela figures into the aluminum sector
New Year's resolutions for the aluminum Industry
There are some tactical resolutions in this list that are essential for the companies involved to achieve their financial results for 2026. Some are aspirational and may take more than 2026 to happen.
AMU Community Chat: Tanners on tariffs, smelters, and year ahead
Timna Tanners, Wells Fargo managing director, spoke about tariffs, supply and demand and the outlook for 2026 during a joint Community Chat hosted by AMU and its sister publication Steel Market Update.
Focus on Demand: Trailer orders take a turn for the worse
Trailers represent a significant source of demand for aluminum extruders and sheet mills, consuming a lot of 6061 alloys. So, any softness in trailer orders is not welcome news.