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.
Category: Trade Policy and Tariffs
Unwrought imports have dropped since March
March reached the highest level imports for the year so far at 426,911 metric tons, a spike of 47.5 % compared to a same month last year, according to the ITA.
Canada’s tariff and trade position clarified. Part 2.
Would a 25% tariff be a win for Canada?
Is there a path forward for a U.S.-Canada aluminum deal? Part 1.
The lack of progress on aluminum concessions is frustrating to people on both sides of the border given the precedent of concessions in crude oil and potash.
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.
Join AMU for a webinar about looming scrap export bans
Join AMU experts Greg Wittbecker and Nicholas Bell on Aug. 21 at 11 a.m. ET as they explore the potential impact of looming scrap export restrictions.
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.