Iran war disruptions show importance of US smelters, Century says
“The timing of our Mt. Holly restart could not be better...providing additional American metal units to the domestic market,” CEO Jesse Gary said.
“The timing of our Mt. Holly restart could not be better...providing additional American metal units to the domestic market,” CEO Jesse Gary said.
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.
Century Aluminum restarted a potline at its Iceland smelter after an outage, though the move is unlikely to directly affect North American supply.
The US has released new procedures allowing steel and aluminum producers in Canada and Mexico to qualify for reduced Section 232 tariffs. But only if they commit to building new production in the US.
Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.
Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.
This project, which the Chicago-based producer expects to reach full production by the end of June, aims to increase total US primary aluminum production by 10%.
Mumford Metal Casting has been acquired, with a closer look at the structure and operating profile of its Midwest die casting assets.
A drone attack at EGA's Al Taweelah plant has triggered force majeure declarations on select products, with potential supply disruptions.