Semi-fabricated markets aren’t moving together
Recent earnings show stronger shipments in specific rolled products than extrusions, but changing automotive programs, billet supply disruptions and trade flows complicate broader market conclusions.
Tag: Shipments
Ardagh Metal Packaging raises full-year guidance
Ardagh Metal Packaging upgraded its full–year 2026 EBITDA guidance to a range of between $775 million–$790 million, as the second quarter saw growth driven by Europe.
Kaiser's packaging ramp drives shipment growth
Higher packaging and general engineering shipments drove Kaiser Aluminum's second-quarter volume growth, while favorable metal conditions lifted earnings.
Hydro lifts North American extrusion sales
Hydro increased North American extrusion sales and recycled aluminum production during the second quarter as downstream demand partially recovered and recycling activity remained strong.
Packaging growth leads Gränges Americas volume growth
Gränges Americas sales volume rose 7.7% in the second quarter as packaging gains outweighed lower industrial shipments tied to construction demand.
US resumes blockade of Iranian ports, aluminum rebounds
Additional attacks on commercial shipping, renewed US military operations and a resumed naval blockade coincided with aluminum prices recovering from early July lows.
EGA advances Al Taweelah restart
EGA reported progress restoring its Al Taweelah complex while US import data highlighted changing aluminum trade flows following the regional conflict.
Novelis restarts Oswego hot mill
Novelis Inc.’s hot mill in Oswego, New York, is back online after fires in 2025 damaged the facility.
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.
GCC disruptions tighten global aluminum VAP supply chains
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.