Trump declares trade emergency, hits imports with new tariffs - What it means for aluminum
Trump's trade emergency isn't just policy, it's a warning shot to every supply chain relying on foreign goods.
Category: Trade Policy and Tariffs
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
New auto tariffs could reshape aluminum demand
This is bigger than just about cars. It’s a signal that trade policy is back on the table in a big way.
Week in Review: Reflect and regroup
Does it feel like we're still in a holding pattern? Or is there finally direction?
Aluminum market Q&A: Unpacking the chaos
Cutting through the noise. Breaking down the big questions trending in aluminum today.
Tariff turmoil, Part 2: Navigating the premiums puzzle
Exploring the potential duty scenarios that may impact the trajectory of the Midwest premium.
Trump holds off on 50% Canadian steel, aluminum tariffs after day of threats and reversals
Section 232 tariffs are expected to go into effect March 12
February aluminum market: Stability, uncertainty, and the weight of tariffs
The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]
Tariff turmoil: The ever-changing playbook
This week saw more tariff turmoil as the Trump Administration flip-flopped again. In case your scorecards are not up to date, here is the current situation as of Friday, March 7: January 21 Promised tariffs on Canada and Mexico February 1 Officially announced tariffs on Canada and Mexico February 3 Delayed Canada and Mexico tariffs […]
Week in Review: Tariff whiplash
This week was another rollercoaster in the aluminum and scrap industries, with tariffs once again front and center. The back-and-forth on trade policy has left buyers, producers, and traders scrambling to keep up with shifting enforcement timelines and new restrictions. Tariffs take effect, for now On March 4, the U.S. moved forward with a 25% […]