
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.
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.
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?
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