Tag: China

This is less about warehousing and more about relevance.

By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]

Global trade partners hit back hard, targeting US aluminum, autos, and more.

From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.

We have all been obsessed with the tariff tumult since Trump’s election and return to the Presidency. During this pre-occupation with handicapping the possible outcomes of the tariffs, an important event occurred that really did not get the attention it deserves. That event is China’s decision to rescind its export VAT (Value-Added-Tax) rebate program. VAT […]

The 25% tariff on aluminum imports, implementing in Q1 2025, has completely shifted global trade flows. With country specific exemptions gone, Canada and Mexico are feeling the hit. With the playing field now level, the assumption was that the UAE and India would fill the gap, but now, Ukraine may be the wild card that […]

This first week of February 2025 saw tariffs dominate the aluminum market conversation, with Trump imposing 25% tariffs on Canadian and Mexican imports, then delaying their implementation for 30 days after negotiations with both governments. China wasn’t so lucky, as the U.S. followed through with a 10% tariff on Chinese goods, prompting immediate retaliatory tariffs […]

This month has been all over the place for aluminum-tariffs, trade fights, and global supply chain shakeups. Some threats are still on the table, some haven’t gone anywhere, and some could turn into a real mess if they go through. Here’s what’s happening and what it means for the aluminum industry. United States: Trump’s big […]

Since Inauguration Day, people in the industry had a lot say…and we listened! Below are the key takeaways from what people in the industry, upstream and downstream, had to say this week. Trump’s Proposed Tariffs Timing and Process Industry and Market Outlook Broader Economic and Geopolitical Insights Economics highlights New home sales Monday, Jan. 27 […]

A rocky start to the new year