Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
Tag: Export
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
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 […]
2024 in Review: Aluminum and scrap markets navigate a year of change
A rocky start to the new year
China’s new state-owned-enterprise scrap company: Repercussions
Do the U.S. mills have new threat in the UBC market?
Container Freight Conditions for 2025
Challenges to Both Importers and Exporters
Aluminum market faces mixed signals
Why buying the dip may not make sense right now.
CBAM, tariffs & taxes: The good the bad and the ugly
Once was a stable trade environment, aluminum has now become one of the most complicated commodities traded. And it's not getting any better.
Aluminum futures volatility fuels uncertainty for the recycled metals market
Watching markets alone isn't enough anymore; now we have to dive into the macro level!