Tag: Sheet

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.

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.

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.

“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.

The current contract expires on May 16.

Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.

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.

Part 3 of this series examines aluminum exports from Oman, Saudi Arabia, and Qatar, focusing on product-specific roles in US import supply.

Looking beyond EGA and Alba, what do other UAE and Bahrain producers mean for specific US import product categories?