Share, , Google Plus, Pinterest,

Print

Screenshot

0 Comments

Table scenario modeling for automotive aluminum body sheet demand. Column heads are Scenario, TIV Outlook, Aluminum per Vehicle, Demand Growth (CAGR), and Scenario Description. Row 1: Downside, Softer (~14.5–15M), Flat/weak, ~0–0.5%, Affordability pressure, weak demand, continued BEV delays. Row 2: Base Case, Stable (~15–16M), Gradual increase, ~1.5–2.0%, Stable production, moderate hybrid growth, and incremental aluminum adoption via platform refreshes. Row 3: Upside, Stable to firm (~15.5–16M), Stronger lightweighting, ~2.5–3.0%, Stronger economic backdrop, renewed regulatory or OEM push for lightweighting. Row 4: Geopolitical Show (War Scenario), Volatile/downside bias, Flat to declining, ~-1–0%, Prolonged Middle East conflict; cost shock, compressed OEM margins, and triggers in demand destruction and substitution pressure.

Share, , Google Plus, Pinterest,

Leave a Reply

Your email address will not be published. Required fields are marked *