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.
Tag: China
Tariff time out: US and China pause punitive measures
Since the aluminum market is subject to Section 232 tariffs of 25%, regardless of source, and which supersedes the 10% tariff, it would bring the effective tariff rate on aluminum products brought into the US from China to 45%.
When do the tariffs reach Mainstreet?
I don’t want to be the grandparent telling number one grandchild that Santa bailed out on Christmas this year and there won’t be any toys coming (from China).
Boxed out: U.S. tariffs upend supply chains
Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.
LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
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 […]
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
China's removal of VAT: An admission of defeat?
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 possible shift in U.S. aluminum imports
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 […]