Aerospace end market check-in: 2025 aircraft deliveries
A review of 2025 Airbus and Boeing aircraft deliveries, with context around production and supply-chain structure.
Tag: Shipments
Recreational vehicle wholesale shipments slump
US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.
Century's Q3 results show lower shipments yet stronger pricing tailwinds
Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.
Novelis' North American margins slide despite record premiums
Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.
Container imports decline sharply in September
Imports through the 10 largest U.S. ports fell 6.6% year over year in September. This is the beginning of a trend that container freight experts say will persist into 2026.
Logan and Novelis awarded over $3 million for rail upgrades
The state of Kentucky has awarded more than $3 million in rail-infrastructure grants to Logan Aluminum and Novelis, strengthening the integrated Berea-Russellville supply chain.
Freight: Aluminum's canary in the coal mine
Freight data - especially truck movements - remains flat year over year, underscoring its role as a leading indicator of commodity demand and an early signal for aluminum's dependence on final-mile delivery.
Report: Aluminum demand down in H1
The year-over-year decline was partly due to the significant drop in exports, however demand fell in all market segments, with the exception of foil, according to the Aluminum Association.
Looming USTR port fees will add to freight costs
Upcoming USTR port fees targeting Chinese-built vessels are set to upend transpacific shipping costs, squeeze capacity, and ripple through U.S. supply chains as early as 2026.
Commercial vehicle update: Demand softens while structural costs mount
Weakening truck and trailer orders, freight volume declines, and newly expanded Section 232 tariffs on aluminum derivatives signal mounting pressure on margins and investment decisions across the commercial vehicle sector.