North American demand gained slightly in 2025, Aluminum Association reports
Demand totaled an estimated 26.65 billion pounds in 2025, a year marked by an ever-shifting tariff environment, the association said.
Tag: Production
Automotive aluminum demand shifts as OEM priorities change
CRU Senior Analyst David Leah said at the CRU World Aluminium Summit 2026 in London that automotive aluminum demand continues increasing, though growth is shifting unevenly between castings, extrusions and rolled products as automakers reassess vehicle designs.
Novelis plans to reopen Oswego earlier than expected
“We will have coils coming off the mill within the next few weeks, well ahead of our previous guidance of end of June in the fourth quarter,” said Steve Fisher, president and CEO of the Atlanta-based company.
Texarkana Aluminum rolls first coil using Mino’s 1+4 hot rolling line
Texarkana Aluminum (TKA) used its new Mino four strand hot tandem line to produce the first coil at its Texas facility.
Tariff hearing reveals concerns about unfair competition, mainly from China, but not just China
Meanwhile, this week, President Trump is in Beijing for a crucial series of meetings with Chinese leader Xi Jinping. Discussions are expected to include trade, the Iran war, technology and agriculture.
AKFA Aluminum Solutions breaks ground on Kentucky project
The Bowling Green operation will function as a full-cycle aluminum production site. Capabilities will include extrusion, anodizing, and finishing capabilities, allowing AKFA to perform multiple processing stages within a single US location rather than relying on external tolling or offshore finishing.
Iran war disruptions show importance of US smelters, Century says
“The timing of our Mt. Holly restart could not be better...providing additional American metal units to the domestic market,” CEO Jesse Gary said.
Ball faces North American capacity constraints
Ball reported modest shipment growth and higher earnings, with North American volumes constrained by limited capacity and strong contract coverage.
Weak automotive demand limits strain as Ford, GM earnings hold
Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.
Century restarts Iceland potline
Century Aluminum restarted a potline at its Iceland smelter after an outage, though the move is unlikely to directly affect North American supply.