AMU Community Chat: Grifone talks CBAM, tariffs and the global economy
“The global economy as we knew it for many years has gone and we have this sort of selective global economy – markets into markets.”
Category: Trade Policy and Tariffs
Mexico's tariffs on China: Important move ahead of USMCA Talks
Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.
Impressions of the Fed's December rate cut and Chair Powell's remarks
This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.
China exports surge with record annual trade surplus
When we last reported on Chinese trade, the numbers showed a strong performance for September. Two months later, we see more growth. China shrugged off disappointing October exports of $305.4 billion to record November exports of $330.3 billion, according to data released by China’s General Administration of Customs. That was a 5.9% rise over October […]
Aluminum Association outlines USMCA plan to stem unfair imports
The organization is urging the US government to use the United States-Mexico-Canada Agreement to stop unfairly subsidized Chinese aluminum from entering the market.
Sortera wants to 'unlock the scrap' with new funding, second sorting plant
Sortera uses proprietary technology equipped with AI-enabled multi-sensor sorting systems with blending capabilities to better sort and upcycle scrap
US trailer group pursues duty investigation on trailers and components
The outcome of the investigation by the DOC and ITC would shape the competitive landscape and the structure of the US trailer supply chain for years to come.
Aluminum Market Chatter: scrap export bans, US primary supply and more
Aluminum Market Chatter from survey respondents.
AMU Community Chat: Meir on the Midwest premium, tariffs, and the 2026 outlook
Meir spoke last week during an AMU Community Chat on a wide range of topics affecting the aluminum market.