Category: Trade Policy and Tariffs

The Iran war enters its third month this week with few promising off-ramps materializing for a possible end to the conflict.

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.

Anton Posner, CEO of Mercury Resources, will join Steel Market Update and Aluminum Market Update for a Community Chat on Thursday, May 14, at 11 am ET.

The US has released new procedures allowing steel and aluminum producers in Canada and Mexico to qualify for reduced Section 232 tariffs. But only if they commit to building new production in the US.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Markets were all over the map last week. But once again, it was energy that commanded the most attention.

Measured lead times moved in different directions in April, with sheet easing, extrusion firming, and primary tightening.

The Iran war has curtailed a market already tight due to curtailments in Mozambique and disruptions in Iceland. Alcoa is increasing production at some facilities.

LME and Midwest premiums are rising, and a conflict in Iran is just one of several challenges the market is facing.