The courts pause Trump tariffs…. more uncertainty
Has Section 232 survived the latest legal challenge?
Tag: Canada
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.
Tariff turmoil, Part 2: Navigating the premiums puzzle
Exploring the potential duty scenarios that may impact the trajectory of the Midwest premium.
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
Tariff turmoil: The ever-changing playbook
This week saw more tariff turmoil as the Trump Administration flip-flopped again. In case your scorecards are not up to date, here is the current situation as of Friday, March 7: January 21 Promised tariffs on Canada and Mexico February 1 Officially announced tariffs on Canada and Mexico February 3 Delayed Canada and Mexico tariffs […]
Week in Review: Tariff whiplash
This week was another rollercoaster in the aluminum and scrap industries, with tariffs once again front and center. The back-and-forth on trade policy has left buyers, producers, and traders scrambling to keep up with shifting enforcement timelines and new restrictions. Tariffs take effect, for now On March 4, the U.S. moved forward with a 25% […]
New U.S. tariffs on aluminum: A crackdown or just chaos?
The latest round of tariffs on aluminum and steel isn’t just about stopping direct imports, it’s about shutting down the backdoors that have let foreign metal, especially from China, slip into U.S. manufacturing through other countries. The new rules focus on where the metal was originally smelted and cast, not just where the final product […]
Tariff handicapping: Win, lose or draw?
The latest turn on U.S. tariff policy has seen a universal, 25% tariff applied to all countries effective March 12, 2025. It applies to primary aluminum and its ‘derivatives’. We interpret that to apply to semi-fabricated and finished products under Harmonized Tariff Schedule (HTS) Chapter 76. We also suspect that it will be extended to […]