Consumer auto delinquencies: Warning sign for consumer health?
Rising auto delinquencies amid stretched loan terms may be early warning signs that household finances and retail spending are reaching their breaking point.
Tag: Transportation
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.
Shippers oppose Union Pacific-Norfolk Southern deal
Meanwhile, the nation’s largest rail union said they supported the tie-up between Union Pacific and Norfolk Southern once Union Pacific agreed to secure union jobs.
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.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
Trucks, trailers, tariffs: Updated commercial vehicle data
A short-lived trailer order surge in June belies deeper cracks in the commercial vehicle market, where rising aluminum costs, soft freight demand, and margin compression are colliding.
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Allison Transmission acquires Dana’s off-highway arm: Implications for Aluminum and Indiana’s industrial base
Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.