Q2 tariff headwinds blow Alcoa inland
Alcoa's Q2 earnings reveals a company increasingly tethered to North America, just as the world looks to reduce exposure to U.S. trade risk.
Category: Trade Policy and Tariffs
GM pauses production at Mexico plant amid broader tariff concerns
The facility manufactures the Chevrolet Silverado and Cheyenne and GMC Sierra, as well as propulsion systems assembly.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.
Granges Americas operations a mixed bag in Q2'25
Gränges Americas said its operations during the second quarter were essentially flat, with sales to HVAC customers gaining steam while demand in other markets softened.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
Aluminerie Alouette’s Power Move: Aluminum supply chain under Hydro-Québec
Aluminerie Alouette's will invest $1.1 billion and secure a green power deal in a strategic bid for long-term stability.
AMU Survey: Tariffs cast a shadow on the market
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Q2'25 auto sales: The sugar high quarter
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
What shoes have to do with Washington's aluminum fight
Not just cans and cars, aluminum tariffs step into new territory.