Crosscurrents in non-residential construction Part 2: Dodge data
Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.
Tag: Rolled products
Crosscurrents in non-residential construction Part 1: Spending, billings, backlog
Conflicting reads across census spending, backlog surveys, and Dodge planning data point to a construction market where commercial may be nearing a floor, infrastructure remains buoyed by long pipelines, and heavy industrial lags.
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
From Detroit to Tier 1: A field guide to the auto sector in Q2
A layered guide to the Q2’s earnings from automakers and Tier 1 suppliers and what the rearview reveals about what’s ahead.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
Aluminum Dynamics ships first coil from Mississippi mill
The mill represents a $2.7 billion investment and is expected to produce 650,000 tons of flat-rolled aluminum.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
Parsing construction demand: What Oldcastle and Jeld-Wen closures reveal about the B & C market
Plant closures at Oldcastle BuildingEnvelope and Jeld-Wen are two sides of the same coin: indicators of softening demand in different slices of construction.
Novelis builds for tomorrow, pays for it today
In a quarter where aluminum prices rallied and shipments nudged upward, Novelis found itself caught between expansion plans and unfortunate timing.