Aluminum earnings point to risk, not disruption
First-quarter earnings show aluminum markets identifying supply risk across value-added products, but not yet experiencing measurable disruption.
Tag: Survey
AMU Survey: Measured lead times diverge as sheet eases and primary tightens
Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.
AMU's monthly survey opens up next week. Time to have your say.
Keep informed on what your peers in the industry are saying about lead times, imports, logistics, prices and more.
Don't just read our survey results. Have your say.
The survey provides you with a snapshot of the market as it is, even if that’s not always where it was forecast to be.
March survey aluminum market chatter
Survey responses show demand at a reduced level, with buying ahead, tightening supply, and limited imports shaping market activity.
Aluminum Extruders Council annual meeting highlights
Extruders flagged mounting Gulf supply risks, tight US inventories, and a shift toward scrap-driven billet economics.
AMU Survey: Lead times hold firm as supply tightness persists and import pressures shift
Lead-time expectations remained extended as supply stayed tight, even as import competitiveness decline and logistics costs increased.
GM to invest $40 million to expand Toledo transmission plant capacity
GM will invest $40 million in Toledo Propulsion Systems to expand capacity and add a new transmission variant.
Linamar's Welland gigacasting project highlights Tier 1 risk in a weakening EV market
Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.
Midwest P1020 market and replacement costs converging
Midwest aluminum premiums are converging with replacement costs as Gulf supply risks lift duty-paid import replacement near $1.05 per pound.