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.
Tag: Supply
North America rail freight shipments: Gauging industrial demand
Early-2026 rail freight data show bulk commodities driving volume gains while primary metals, lumber and vehicle shipments lag, highlighting uneven demand signals across North American industrial markets.
AMU Survey: MWP/UBC expectations and scrap outlook
January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.
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.
The logic behind US government investment in Atlantic Alumina
Let’s unpack the facts behind this move.
LME high grade aluminum: How high is high in a post-China cost curve?
Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.
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.
Lead time takeaways from AMU's survey
December survey data showed lead times rising across aluminum products even as respondents reported steadier conditions.
AMU Survey: UBC expectations fragment as scrap signals stabilized
December survey results show UBC price expectations becoming more debated even as scrap availability, inventory behavior, and Midwest premium expectations point toward steadier underlying conditions.
New Year's resolutions for the aluminum Industry
There are some tactical resolutions in this list that are essential for the companies involved to achieve their financial results for 2026. Some are aspirational and may take more than 2026 to happen.