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.
Tag: Truck
Ford confirms Novelis Oswego hot mill restart expected by early December
Ford executives said the automaker expects aluminum supplier Novelis to restart its fire-damaged Oswego, NY hot mill by late November or early December.
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.
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.
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.
GM pauses production at Mexico plant amid broader tariff concerns
The facility manufactures the Chevrolet Silverado and Cheyenne and GMC Sierra, as well as propulsion systems assembly.
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Reibus: Flatbed rates up slightly but uncertainty ahead
With construction seasonally soft, the flatbed market remains softer than the other main trailer types.