Is there a path forward for a U.S.-Canada aluminum deal? Part 1.
The lack of progress on aluminum concessions is frustrating to people on both sides of the border given the precedent of concessions in crude oil and potash.
Category: Export Growth
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.
Recycled metal exports bans - An idea that masks the problem
Domestic increases in mill capacity and a struggling recycling rate, amid China's relaxed UBC scrap import policy, fail to make the case for banning US exports.
Container bookings and prices surge
Average bookings for the seven days ended on May 14th skyrocketed, which could cause bottlenecks, as containers getting stripped and shipped from the Los Angeles/Long Beach ports
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
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 […]
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
Aluminum market faces mixed signals
Why buying the dip may not make sense right now.