Category: Trade Policy and Tariffs

The shipment data on primary metals ex Canada is not validating what people are saying about higher exports yet.

The Federal Reserve held rates steady while modestly raising inflation and growth projections, highlighting uncertainty tied to geopolitics and tariffs.

Linamar's Welland gigacasting project illustrates how shifting EV demand and policy changes can expose Tier 1 suppliers to investment timing risk.

Hyundai Translead plans its first US trailer plants as production declines and trade cases on imports and tariffs move forward.

Novelis’ award-winning recycled automotive sheet illustrates a broader industry challenge: returning end-of-life vehicle aluminum scrap back into high-grade sheet production.

Rio Tinto's aluminum supply agreement with Prysmian highlights tightening redraw rod availability in North America as tariffs, smelter closures and cable demand reshape supply.

Aluminum markets remain in flux as the US-Israeli attack on Iran enters its second week.

A potential Strait of Hormuz disruption threatens Gulf aluminum exports at a time of tight US and European supply conditions.

Based on our experience of watching previous conflicts, we believe investors tend to have a rather dispassionate view of conflagrations as long as there is no potential impact on oil flows. Although some oil producers have voluntarily curbed shipments through the Gulf, they might resume them once things settle down.

Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.