Constellium's shipments gain for quarter, year
Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.
Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
The first auction is scheduled for Feb. 19.
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.
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.
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.
The soaring Midwest premium, scrap bans, tariffs and geopolitical issues—we have plenty to talk about in 2026.
Decisions to swap materials are not made in the spur of the moment. Significant engineering changes have to be made, tooling has to be redesigned. With current lead times for heavy industrial equipment, substitution could take 1-2 years to execute. Substitution, whether good or bad for aluminum, is not happening quickly.