Category: Trade Policy and Tariffs

Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.

The company cited, among other things, scrap purchases, tariff mitigations and the ramp-up of its plant in Switzerland.

Imports through the 10 largest U.S. ports fell 6.6% year over year in September. This is the beginning of a trend that container freight experts say will persist into 2026.

Trump’s decision to suspend trade negotiations with Canada has crushed expectations of any relief for Canadian producers or the U.S. Midwest P1020 premium.

Tariffs, immigration crackdowns and the loss of foreign aid are expected to drag down economies.

The Aluminum Association is urging the U.S. government to ban exports of used beverage container (UBC) scrap to keep high-quality recycled aluminum within North America and strengthen domestic supply for manufacturers.

Ever since it launched its One Belt One Road campaign in 2013, China has been relentless in building markets overseas.

A loophole in Section 232 could allow unethical people to game the system.

China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.

Linamar's acquisition of "selected assets" from Aludyne's North American operations marks a strategic shift that deepens its U.S. casting footprint and adds significant secondary aluminum capacity to its portfolio.