Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
Tag: Automotive
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
Tariffs, tension, and treading water
Tariffs take center stage
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.
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 Month Round Up: Turbulence, tariffs, and trade shifts
February didn’t let the aluminum market rest. Between tariff battles, supply chain disruptions, and big shifts in domestic production, we’re seeing a major reshaping of the industry. The U.S. is tightening trade policies, global premiums are fluctuating, and key players are making moves that will define the next few months. Here’s a full breakdown of […]
The quiet giant: A new force in aluminum is taking shape
(This conversation with ADI took place on February 6, 2025.) Aluminum is quietly undergoing a shake-up, and ADI is right at the center of it. Backed by Steel Dynamics (SDI), ADI is gearing up to make a serious impact, just like SDI did with steel. With new capacity coming online, shifting trade policies, and a […]
Domestic markets brace for mounting challenges
Declining recycling rates and tightening supply chains are amplifying concerns across the market.
Novelis secures extra supply of scrap
Its new partnership will add to their decarbonization efforts.