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.”
Category: Pulse
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
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.
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
March Market Wrap: The aluminum industry still trying to sort things out
Trump’s March 1 executive order stirred the pot, especially with talk of reciprocal tariffs and new Section 232 cases.
Tariffs, tension, and treading water
Tariffs take center stage
Tariffs are easy to announce, hard to track
Inside the CBP system behind aluminum tariff enforcement and the logistical nightmare it could soon become.
Trump declares trade emergency, hits imports with new tariffs - What it means for aluminum
Trump's trade emergency isn't just policy, it's a warning shot to every supply chain relying on foreign goods.
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.