Labor negotiations pause for Alcoa; Arconic begins talks with USW
Contract negotiations between Alcoa and a United Steelworkers local in New York State are still on pause as the two sides work on economic proposals.
Category: Trade Policy and Tariffs
Edward Meir's week in review and thoughts for the week of April 13, 2026
Things took an ominous turn after President Trump announced he would order the US Navy to block any vessels entering or exiting the Gulf. We suspect we will see another sizable bounce in crude and a resumed slide in both precious metals and base metals as the two parties now potentially resort to replacing talks with missiles.
Join AMU for a Community Chat with CarbonChain on why CBAM matters to North American aluminum
The EU’s carbon border adjustment mechanism (CBAM) isn’t just talk anymore. It’s here and here to stay. What does it mean for North America? To answer that question, Nick Ogilvie, product manager and CBAM lead at CarbonChain, will join AMU for a Community Chat on Thursday, April 9, at 11 a.m. ET.
Industry reacts to Section 232 shift to full-value tariff on derivatives
Alterations to Section 232 tariffs on aluminum could make things easier on the administrative side by replacing the confusing content-based valuation system with a full-value assessment.
Trump administration introduces full-value tariffs on aluminum-containing imports
The US will apply tariffs to the full value of aluminum-containing imports under a new Section 232 framework with tiered duty rates.
One month into the Iran war
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.
Middle East smelter attacks trigger global aluminum supply concerns
The aluminum industry is bracing for significant supply-chain repercussions after Iranian strikes hit two major Gulf smelters – Emirates Global Aluminium’s (EGA) Al Taweelah complex in the UAE and Aluminium Bahrain (Alba) – on March 28.
AMU Explainer: Netback calculations
Netback calculation is a mechanism to determine the highest revenue return for a product expressed on an FOB smelter basis.
Join AMU for a Community Chat with CarbonChain on why CBAM matters to North American aluminum
The EU’s carbon border adjustment mechanism (CBAM) isn’t just talk anymore. It’s here and here to stay. What does it mean for North America? To answer that question, Nick Ogilivie, product manager and CBAM lead at CarbonChain, will join AMU for a Community Chat on Thursday, April 9, at 11 am ET.
Dynacast adds aluminum die casting capacity with Platinadora Baja deal
Dynacast's acquisition of Platinadora Baja expands its North American footprint, reinforcing regional die-casting capacity amid ongoing supply chain realignment.