The new math of Trump's auto tariffs
The purpose of the tapered tariff reduction is to allow time to readjust supply lines or onshore manufacturing to the U.S., a phaseout that incentivizes shifts in components production.
Tag: Automotive
Parts vs. pileup: Reading between the lines of LKQ's Q1 shifts
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.
Lay-offs coming to the recreational vehicle markets
Mass layoffs at the RV industry's biggest name flashes a warning light on the dashboard on US consumer discretionary spending.
Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Gears grinding: What tariffs mean for automakers and the metal behind them
“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.”
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
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?
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