AMU Survey: Lead times fall as demand rises
August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.
Tag: Sheet
Novelis shipments decline, Bay Minette commissioning advances
Novelis reported lower third-party rolled product shipments, higher intersegment volumes and provided a more detailed Bay Minette startup timeline.
Ball works through capacity constraints
Ball posted higher second-quarter North and Central America can sales and low-single-digit shipment growth, but startup costs and a tight network kept segment earnings from rising.
Ford rebuilds F-Series output after Novelis disruption
Ford narrowed its F-Series production decline during the second quarter, but Super Duty output, gross stocks and fleet deliveries continued to reflect the Novelis aluminum disruption.
AMU survey: Supply concerns grow despite mixed lead times
AMU’s July survey showed selective lead-time pressure in sheet and billet while transportation-focused respondents expressed stronger concern about future supply.
ADI expects auto sales from Mississippi mill to begin before year end
SDI, which runs Aluminum Dynamics Inc (ADI), has been ramping up production in Mississippi and at a recycled slab center in San Luis Potosi, Mexico.
AMU June survey: Expansionary signals retreat, balance outlook holds
AMU's June survey showed weaker demand, fewer extending lead times and less inventory building, though respondents largely stopped short of forecasting an oversupplied market.
Chinese can sheet regains US share
Trade data shows Chinese beverage can sheet imports more than doubled from January through most of May despite tariffs, higher conversion fees, expanding domestic capacity and a weaker US dollar.
Automotive aluminum demand shifts as OEM priorities change
CRU Senior Analyst David Leah said at the CRU World Aluminium Summit 2026 in London that automotive aluminum demand continues increasing, though growth is shifting unevenly between castings, extrusions and rolled products as automakers reassess vehicle designs.
Novelis plans to reopen Oswego earlier than expected
“We will have coils coming off the mill within the next few weeks, well ahead of our previous guidance of end of June in the fourth quarter,” said Steve Fisher, president and CEO of the Atlanta-based company.