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.
Category: Pulse
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.
Week in Review: Reflect and regroup
Does it feel like we're still in a holding pattern? Or is there finally direction?
Trump holds off on 50% Canadian steel, aluminum tariffs after day of threats and reversals
Section 232 tariffs are expected to go into effect March 12
February aluminum market: Stability, uncertainty, and the weight of tariffs
The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]
Week in Review: Tariff whiplash
This week was another rollercoaster in the aluminum and scrap industries, with tariffs once again front and center. The back-and-forth on trade policy has left buyers, producers, and traders scrambling to keep up with shifting enforcement timelines and new restrictions. Tariffs take effect, for now On March 4, the U.S. moved forward with a 25% […]
Week in Review: Market shifts and high stakes moves
Tariffs and trade Aluminum market Supply chain and raw materials Industry and policy U.S.- Ukraine confrontation and Russia looming in the background Earnings and corporate updates What’s Next?