Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Category: Growth Markets
Boxed out: U.S. tariffs upend supply chains
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.
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
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 […]
Big headline, small impact: Aerospace demand through trade disruption
China’s move may matter politically, but from a raw materials standpoint, the bigger story is how little clarity there still is when it comes to what “aerospace demand” really means for aluminum.
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
A week after Liberation Day, the global economy got a 90-day “stay of execution”
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.
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?