Category: Growth Markets

Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.

If there’s a silver lining, it’s that nobody reported total collapse...yet.

Inside the CBP system behind aluminum tariff enforcement and the logistical nightmare it could soon become.

From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.

Solving the power problem may be in EGA’s wheelhouse.

This is bigger than just about cars. It’s a signal that trade policy is back on the table in a big way.

Does it feel like we're still in a holding pattern? Or is there finally direction?

Section 232 tariffs are expected to go into effect March 12

The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]

The newly announced amendments to Section 232 boost the ad valorem duty (a volume-based tariff) from 10 to 25% of the declared customs value for primary aluminum. This boost in the rate gives Alcoa and Century windfall revenue gains as the Midwest physical premium responds to this. If we measure the windfall from Inauguration Day […]