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.
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’s Ross Strachan and Paul Williams outline at the CRU World Aluminium Summit 2026 how GCC disruptions are tightening billet, slab and foundry alloy supply more sharply than primary aluminum availability, increasing pressure across downstream manufacturing markets.
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Hydro's Q1 results show higher prices supporting margins despite weaker North American demand and ongoing Middle East curtailments.
Anton Posner, CEO of Mercury Resources, will join Steel Market Update and Aluminum Market Update for a Community Chat on Thursday, May 14, at 11 am ET.
Constellium held shipments flat in Q1 as automotive sheet constraints reshaped mix, while higher metal prices and scrap spreads supported earnings.
Gränges posted higher first-quarter volumes on market share gains, while pricing and mix in the Americas drove most of the profit growth despite weak end markets.
Kaiser Aluminum reported higher Q1 shipments and conversion revenue, led by aerospace and packaging, and raised its 2026 outlook.
The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.
A drone attack at EGA's Al Taweelah plant has triggered force majeure declarations on select products, with potential supply disruptions.