The state of primary aluminum inventories in the U.S.
They're low. This is what's going on.
Category: Supply Chain Dynamics
AMU webinar: Recycling rates, scrap exports and price spreads
Recycling rates are just one of the factors at play when considering scrap export bans
Section 232 derivative guide, Part 2: Transformers, wire and cable
Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Does the U.S.-EU trade deal shift attention to Mexico or Canada?
U.S-China trade negotiations have another 90 moratorium, so it does suggest that perhaps the USMCA partners may next up on the agenda.
Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Court finds for Kaiser in suit against US Magnesium
A court found in favor of Kaiser Aluminum in a lawsuit in which the aluminum producer sued U.S. Magnesium over a breach of contract.
Canada’s tariff and trade position clarified. Part 2.
Would a 25% tariff be a win for Canada?
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
The enigma of recycled metals’ apparent demand and pricing
The U.S. scrap market is sitting on a significant opportunity in UBC and zorba recovery, but without structural change and serious private-public investment, that potential will keep slipping through our fingers.