Aluminum takes the wheel: Passenger car reaches a crossroads
For domestic automotive manufacturers, first quarter earnings results defined by a familiar theme: suspended guidance and constant references to “tariff uncertainty”.
Category: Supply Chain Dynamics
Mexico invests in port capacity despite U.S. tariff troubles
Mexico is moving ahead with plans to expand its Pacific port of Manzanillo despite some seemingly big headwinds.
What CRU’s new outlook could mean for the downstream aluminum market
CRU just took a red pen to its global economic forecast and they didn’t hold back. They’re calling this the biggest monthly downgrade since the pandemic, and tariffs are at the center of it.
Buried in the footnotes: Overlooked numbers that mattered in earnings season
With earnings season largely behind us it’s time to move past the headline numbers and into the filings – where a few key items across major downstream players deserve closer scrutiny.
The new math of Trump's auto tariffs
The purpose of the tapered tariff reduction is to allow time to readjust supply lines or onshore manufacturing to the U.S., a phaseout that incentivizes shifts in components production.
April survey says things are steady, but the market’s telling a different story
April's survey paints a picture of a market holding steady, but it's far from smooth sailing.
Cross-border castings: Hydro and Nemak rethink scrap to power low-carbon cars
Aluminum producer Norsk Hydro and automotive casting manufacturer Nemak agreement focuses on expanding the use of post-consumer scrap and shifting to lower-carbon energy sources.
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Court of International Trade sets limits on extrusion duty appeals
The ruling might not be the last word – but it’s a signal on where future cases my land.
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]