Edward Meir's Week in Review for Feb. 16, 2026
In an unusual first, pretty much all the markets we follow finished higher last week.
Category: Pulse
ITC issues affirmative preliminary injury determination in truck trailer duty investigation
The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.
New 10% tariff goes into effect after SCOTUS rules IEEPA usage illegal
The new tariff is expected to be enacted over the next several days using Section 122.
Rio Tinto’s 2025 results: Stable output, shifting mix and premium exposure
Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.
Kaiser Aluminum 2025 mix shift sets up 2026 plate and coated sheet growth
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
Hydro's primary aluminum stability contrasts with softer extrusion demand
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Tampa Steel Conference: Steel grades reallocate as aluminum holds ground in auto design
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.
Howmet CEO: Gas turbine market has been 'biggest change to my thinking'
The company expects to invest more in 2026.
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LS Cable expands US medium-voltage capacity
LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.