Market sector deep dive: Solar
An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.
Tag: China
Looming USTR port fees will add to freight costs
Upcoming USTR port fees targeting Chinese-built vessels are set to upend transpacific shipping costs, squeeze capacity, and ripple through U.S. supply chains as early as 2026.
Container rates continue to fall
Container freight rates keep sliding for a tenth straight week, with looming U.S. tariffs on Chinese vessels and rerouted Gulf shipments reshaping global trade costs.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.
AMU's June monthly round-up: Tariffs, shifts, and strains
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
Can the West catch up with China on aluminum smelter costs?
What’s possible, and what’s not, for aluminum producers outside China.
Why China's aluminum capex stays so low
What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.
Week in review: Holding pattern or breaking point?
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
Recycled metal exports bans - An idea that masks the problem
Domestic increases in mill capacity and a struggling recycling rate, amid China's relaxed UBC scrap import policy, fail to make the case for banning US exports.
The downside of the US-China tariff rollback: Container lines’ price hikes
The container lines operating in this shipping lane were quick to respond to the expected surge in freight demand.