Category: Transportation

For domestic automakers, first-quarter 2025 earnings were once again defined by suspended guidance and repeated references to “tariff uncertainty”.

As pressures mount across the aluminum value chain, key signals buried in LKQ’s latest earnings both hint and obscure deeper shifts in how auto-related aluminum flows are being sourced, stockpiled, and sold.

Mass layoffs at the RV industry's biggest name flashes a warning light on the dashboard on US consumer discretionary spending.

Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.

Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.

By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]

China’s move may matter politically, but from a raw materials standpoint, the bigger story is how little clarity there still is when it comes to what “aerospace demand” really means for aluminum.

“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”

A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.

Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.