Fundamentals for the truck and trailer markets, Part 2
This is Part Two of a look at the commercial trucking sector and its impact on aluminum.
Tag: Transportation
Trucking sector faces rising costs, Part 1
Truck and trailer demand is important to the aluminum market, as the lightweight metal is used extensively in vehicle structures.
Constellium names new chief executive
Chief Operating Officer Ingrid Joerg will succeed Jean-Marc Germain as CEO
Logan and Novelis awarded over $3 million for rail upgrades
The state of Kentucky has awarded more than $3 million in rail-infrastructure grants to Logan Aluminum and Novelis, strengthening the integrated Berea-Russellville supply chain.
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.
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.