Tariffs are easy to announce, hard to track
Inside the CBP system behind aluminum tariff enforcement and the logistical nightmare it could soon become.
Category: Supply Chain Dynamics
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.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.
Aluminum market Q&A: Unpacking the chaos
Cutting through the noise. Breaking down the big questions trending in aluminum today.
Tariff turmoil, Part 2: Navigating the premiums puzzle
Exploring the potential duty scenarios that may impact the trajectory of the Midwest premium.
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 […]
Tariff turmoil: The ever-changing playbook
This week saw more tariff turmoil as the Trump Administration flip-flopped again. In case your scorecards are not up to date, here is the current situation as of Friday, March 7: January 21 Promised tariffs on Canada and Mexico February 1 Officially announced tariffs on Canada and Mexico February 3 Delayed Canada and Mexico tariffs […]
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?