Category: Pulse

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The extent of the damage is also being examined, a spokesperson said.

“The European aluminum recycling value chain is facing a critical situation, which is vastly amplified by the recent doubling of US Section 232 tariffs to 50%,” European Aluminum stated.

The year-over-year decline was partly due to the significant drop in exports, however demand fell in all market segments, with the exception of foil, according to the Aluminum Association.

Section 232's recurring inclusions, layered alongside overlapping and contested tariff regimes, have turned aluminum trade policy into a rolling mechanism that boosts GDP on paper, stokes inflation in practice, and leaves buyers navigating uncertainty as the only constant.

Join AMU experts Greg Wittbecker and Nicholas Bell on Thursday, September 25 at 11 a.m. ET

An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.

Upcoming USTR port fees targeting Chinese-built vessels are set to upend transpacific shipping costs, squeeze capacity, and ripple through U.S. supply chains as early as 2026.

Weakening truck and trailer orders, freight volume declines, and newly expanded Section 232 tariffs on aluminum derivatives signal mounting pressure on margins and investment decisions across the commercial vehicle sector.

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