Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Author: nicholasbell
Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
The enigma of recycled metals’ apparent demand and pricing
The U.S. scrap market is sitting on a significant opportunity in UBC and zorba recovery, but without structural change and serious private-public investment, that potential will keep slipping through our fingers.
Means to an end: Novelis-DRT target 99% recycled content end stock
Novelis is partnering with DRT for 99% recycled content in beverage can end stock, reshaping the numbers behind one of aluminum's most specialized markets.
Grid upgrades starting to cope with rising electricity demand
A massive wave of U.S. grid investment is set to supercharge demand for aluminum transmission cable.
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
Nemak cuts a leading role: Monclova site exiting the cast?
A Nemak plant is on its way out as global automaking reshapes what type of demand matters.