Tag: China

AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.

Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.

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.

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.

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.

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.

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.

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.

Ever since it launched its One Belt One Road campaign in 2013, China has been relentless in building markets overseas.

China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.