China sees trade surplus as more partners shift from US
China's expanding trade surplus reflects a strategic rotation away from US markets and toward higher-value exports, even as domestic demand remains under pressure.
Tag: China
Edward Meir's Week in Review for AMU: Jan. 18, 2026
From the physical side, as prices for key commodities soar, demand retrenchment – if not outright destruction – materializes. We see this sign most clearly in the Chinese physical markets, which have turned extremely quiet of late in light of the steep price run-ups. That’s particularly the case in copper, nickel, and aluminum.
Aluminum Association outlines USMCA plan to stem unfair imports
The organization is urging the US government to use the United States-Mexico-Canada Agreement to stop unfairly subsidized Chinese aluminum from entering the market.
US trailer group pursues duty investigation on trailers and components
The outcome of the investigation by the DOC and ITC would shape the competitive landscape and the structure of the US trailer supply chain for years to come.
Edward Meir's Week in Review for AMU
Bullish sentiment remained in place in US equity markets this past week as a de-escalation in US-China trade tensions and strong earnings reports from several "Mag-7" names offset the rather hawkish remarks on interest rates made by Fed Chair Jerome Powell on Wednesday. For the week, the NASDAQ Composite gained 2.2%, while the S&P 500 and the Dow each were up by about .7% in what has been an incredible run.
Container imports decline sharply in September
Imports through the 10 largest U.S. ports fell 6.6% year over year in September. This is the beginning of a trend that container freight experts say will persist into 2026.
China trade data: Pivoting away from U.S. dependency
Ever since it launched its One Belt One Road campaign in 2013, China has been relentless in building markets overseas.
Examining export bans on UBC and mills in China
China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.
The third coming of Indonesia in aluminum
Indonesia is grabbling a lot of attention these days, thanks to ambitious plans by Chinese investors to bet big on aluminum smelting. This is not the first time that Indonesia has captured the attention of the aluminum industry.
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.