Category: Trade Policy and Tariffs

Century Aluminum posted lower fourth-quarter shipments due to an Iceland outage, while outlining Mt. Holly restart progress, Oklahoma developments and a 2026 shipment reduction.

The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.

The new tariff is expected to be enacted over the next several days using Section 122.

Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.

The US Supreme Court may issue a decision Friday on the tariffs President Trump imposed under the International Emergency Economic Powers Act. Or maybe next week.

Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.

The bill on the IEEPA tariffs will go to the Senate for a vote.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Feb. 16.

Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.

It will likely be the second quarter before we see total imports return to the robust levels of Q1'25