AMU Summit: OEMs push more aluminum processing to service centers
Kloeckner says aluminum service centers are taking on more processing, finished inventory and production line work as OEMs shift capital-intensive steps upstream.
Kloeckner says aluminum service centers are taking on more processing, finished inventory and production line work as OEMs shift capital-intensive steps upstream.
Kibar Americas expects data center cooling growth to add fin stock demand while US foil supply remains reliant on imports.
Aluminum content per vehicle is rising as automakers expand use of extrusions, sheet, and castings.
Recycler demand rebounded in August as obsolete scrap availability narrowed, inventory drawdowns persisted and forward oversupply expectations disappeared.
August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.
Aluminum prices recovered after the July 9 checkpoint, but financial and exchange indicators didn’t move uniformly.
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AMU's first conference is just weeks away in Atlanta.
Ball posted higher second-quarter North and Central America can sales and low-single-digit shipment growth, but startup costs and a tight network kept segment earnings from rising.
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.