Category: Supply Chain Dynamics

Public comments are open on the USMCA to offer feedback on how the agreement is functioning.

Honda's Ohio Resource Circularity Center marks the first automaker-led EOL vehicle recycling facility in the U.S., contrasting with EU initiatives driven by rules to discourage zorba and twitch in favor of alloy-specific recovery.

Canada's new Strategic Response Fund for tariff-hit industries has triggered sharp criticism, drawing in questions over subsidies, trade imbalances, and whether U.S. and Canadian aluminum markets are as different as an industry group suggets.

“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.

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.

There are plenty of opportunities to make money in scrap

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.