Category: Trade Policy and Tariffs

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

Last week was another wild time for the markets.

As Century and EGA team up for a smelter in Oklahoma, what do each bring to the table?

The smelter had been the largest domestic source of high-purity primary aluminum used in aerospace and defense applications—arguably falling under the national security rationale of Section 232.

Last week was one for the history books, particularly for those involved in trading precious metals in any way, shape, or form. After weeks and months of relentless price increases, the complex staged one of its most dramatic one day sell-offs on record.

There’s a lot of news to keep track of. So we’re here to lend a hand with a summary of recent news.

Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.