Final Thoughts
September 17, 2026
Written by Stephanie Ritenbaugh
Trade news keeps rolling in.
Weeks after trade talks between the US and Canada broke down, the relationship between the longtime allies is no closer to being patched up.
Stellantis’ Etobicoke Casting Plant faces uncertain production commitments and potential operational disruption as Unifor prepares strike authorization votes.
Commercial vehicle orders have surged in 2026, but policy-driven timing may be making the market look stronger than current production and supplier sales.
The Midwest premium could slip if Canada reroutes primary back to the US. But the balance in supply would still be coming from other countries, likely the Persian Gulf.
Extended Producer Responsibility laws could advantage aluminum.
