AMU Survey: Lead times extend as undersupply expectations rise
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Tag: Sheet
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.
Kaiser Aluminum 2025 mix shift sets up 2026 plate and coated sheet growth
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
Ford results: Oswego restart, truck output and putting numbers to aluminum sheet
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
AMU Survey: January lead times stable, but still uneven across products
January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.
SDI says its big bet on aluminum is already paying off at ADI
“There's absolutely no doubt that aluminum will be a growth platform for us going forward,” said Mark Millett, co-founder, chairman & CEO of the Indiana-based steelmaker.
AB InBev repurchases minority stake in US metal can operations
Anheuser-Busch InBev has repurchased a minority stake in its US metal can manufacturing operations, reversing a $3 billion transaction completed in 2020.
Novelis says Oswego repairs to cost $255 million, restart TBD
The most recent blaze in November damaged the hot mill's finishing mill, which is highly specialized.
Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.