Category: Global Trade

The Federal Reserve held rates steady while modestly raising inflation and growth projections, highlighting uncertainty tied to geopolitics and tariffs.

Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.

Hyundai Translead plans its first US trailer plants as production declines and trade cases on imports and tariffs move forward.

The facility will make aluminum and plastic components for US automakers.

Steel Dynamics issued first-quarter 2026 guidance, citing higher working capital tied to its aluminum ramp as the segment begins generating EBITDA.

Novelis’ award-winning recycled automotive sheet illustrates a broader industry challenge: returning end-of-life vehicle aluminum scrap back into high-grade sheet production.

Midwest aluminum premiums are converging with replacement costs as Gulf supply risks lift duty-paid import replacement near $1.05 per pound.

ALBA joins Qatar’s 40% curtailment of 260,000 tons, bringing cumulative curtailments to 560,000 tons.

Rio Tinto's aluminum supply agreement with Prysmian highlights tightening redraw rod availability in North America as tariffs, smelter closures and cable demand reshape supply.

The market has been naturally fixated on the disruption of aluminum exports from the Persian Gulf. However, there is another shipping problem that also may have repercussions on the movement of manufactured goods originating in the Pacific. That is extreme congestion at the Panama Canal.