Container imports decline sharply in September
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.
Category: Trade Policy and Tariffs
What’s next for Canada trade talks and the Midwest premium?
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.
International Monetary Fund sees risks in global growth prospects
Tariffs, immigration crackdowns and the loss of foreign aid are expected to drag down economies.
Aluminum Association calls for UBC export ban
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.
China trade data: Pivoting away from U.S. dependency
Ever since it launched its One Belt One Road campaign in 2013, China has been relentless in building markets overseas.
Fake semis return to the market
A loophole in Section 232 could allow unethical people to game the system.
Examining export bans on UBC and mills in China
China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.
Linamar to acquire Aludyne's North American casting assets
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.
LME outlines plans to modernize options market
Most of the world’s global non-ferrous futures business is conducted on the LME’s three trading platforms, totaling $18 trillion, 178 million lots and 4 billion tonnes with a market open interest high of 1.8 million lots in 2024.
Plugging the leaks, Part 2: The tariff net extends to wheels, wires, and cans
The second installment examines how those same derivative tariff petitions have now moved downstream, encompassing aluminum-intensive finished goods like wheels, powders, and even filled food and beverage containers.