Trump's Playbook: Aluminum day-one, evening update
Trump wants to 25% import tariffs for Canada and Mexico. And to do it as soon as Feb 1.
Category: Pulse
Trump's playbook: Aluminum edition, day-one
The focus was on energy dominance, trade policy and deregulation which could provide opportunities for domestic growth, but they also raise questions about supply chains, global markets and long-term planning.
Week In Review - LME spreads take a hit while the industry braces for Inauguration Day!
Market Movement: Stocks are mixed this week bond yields are up after a strong jobs report on Friday.Job Numbers: Non-farm payrolls added 256k jobs, unemployment’s down to 4.1%, but inflation’s still stubborn—Fed might hold off on rate cuts.Upcoming Data: PPI and CPI reports drop this week—watch for inflation updates.Port Strike Avoided: Strike was called off […]
Can trade ties survive tariffs?
On January 10th, a newly formed Canada-U.S. Trade Council was formed. It is meant to smooth over growing trade tensions, inspired by the tariff threat, but skepticism is already running high. A service center I spoke with dismissed the council outright, saying, “The bios are heavy on politicians, which means little will be accomplished.” It’s […]
The big bad backwardation – How the future’s spread will affect you
Some of you might be scratching your heads, wondering why you should even care about future’s spreads when you’re doing deals back-to-back. Well, hang tight, and I’ll break it down for you in plain terms. What happened to the Mar-April aluminum spread on the LME? The spread between March and April went into a backwardation, […]
Week In Review- The importance of aluminum to the global economy
This week showed just how important aluminum is to the U.S. and global economy. Talks about new Trump tariffs are focusing on protecting American manufacturers from unfair competition, especially from China, while building stronger partnerships with allies like Canada. The goal is to ramp up domestic production and recycling, invest in infrastructure, and secure affordable […]
Dec survey overview: Stuck in limbo
The aluminum and scrap markets are currently facing a mix of challenges and cautious optimism as industry players navigate fluctuating supply and demand conditions. Scrap market dynamics Manufacturers and mills are reporting an unbalanced scrap market. Some mills believe that the supply of mid to high-value scrap has been mostly reprocessed, but there is an […]
Container Freight Conditions for 2025
Challenges to Both Importers and Exporters
Unlocking FTZ Essentials: What the aluminum industry needs to know
Tariffs, free trade zones, and the real roadblocks to domestic aluminum growth.
Domestic markets brace for mounting challenges
Declining recycling rates and tightening supply chains are amplifying concerns across the market.