How Venezuela figures into the aluminum sector
How Venezuela figures into the aluminum sector
Category: Trade Policy and Tariffs
New Year's resolutions for the aluminum Industry
There are some tactical resolutions in this list that are essential for the companies involved to achieve their financial results for 2026. Some are aspirational and may take more than 2026 to happen.
AMU Community Chat: Tanners on tariffs, smelters, and year ahead
Timna Tanners, Wells Fargo managing director, spoke about tariffs, supply and demand and the outlook for 2026 during a joint Community Chat hosted by AMU and its sister publication Steel Market Update.
To hedge or not to hedge
As aluminum markets head into 2026, LME prices appear structurally supported while the Midwest premium looks increasingly risky and politically distorted, forcing buyers and sellers to hedge very differently.
AMU Community Chat: Grifone talks CBAM, tariffs and the global economy
“The global economy as we knew it for many years has gone and we have this sort of selective global economy – markets into markets.”
Mexico's tariffs on China: Important move ahead of USMCA Talks
Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.
Join AMU and SMU for a Community Chat with Wells Fargo Managing Director Timna Tanners
AMU and SMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.
Impressions of the Fed's December rate cut and Chair Powell's remarks
This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.
China exports surge with record annual trade surplus
When we last reported on Chinese trade, the numbers showed a strong performance for September. Two months later, we see more growth. China shrugged off disappointing October exports of $305.4 billion to record November exports of $330.3 billion, according to data released by China’s General Administration of Customs. That was a 5.9% rise over October […]
Aluminum Association outlines USMCA plan to stem unfair imports
The organization is urging the US government to use the United States-Mexico-Canada Agreement to stop unfairly subsidized Chinese aluminum from entering the market.