Aluminum Cans Sold Out for at Least Two Years

Dear Client:  You want a headline?   Here's a headline:  "For the most part, the North American can industry is sold out for the next 24-36 months and we don’t see the supply chain catching up to real demand until 2025-26".  That's Credit Suisse analyst Curt Woodworth's estimation in an in-depth report on the aluminum can market.  Indeed, when you look at Bump William's latest data note released Friday, he points out some interesting shifts in beer packaging this year