As pressures mount across the aluminum value chain, key signals buried in LKQ’s latest earnings both hint and obscure deeper shifts in how auto-related aluminum flows are being sourced, stockpiled, and sold.
I don’t want to be the grandparent telling number one grandchild that Santa bailed out on Christmas this year and there won’t be any toys coming (from China).
Mass layoffs at the RV industry's biggest name flashes a warning light on the dashboard on US consumer discretionary spending.
The Solar Energy Industries Association's (SEIA) Market Insight 2024 highlighted some sector growth as well as some sobering numbers on residential installations.
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.
This is less about warehousing and more about relevance.
In the U.S., nearly half of the aluminum supply is already coming from recycled material.
The ruling might not be the last word – but it’s a signal on where future cases my land.
By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]