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.
Tag: Import
EU scrap export concerns marginal for US can sheet markets
The EU's preparatory work on possible aluminum scrap export restrictions provides the starting point for examining why current European scrap flows to the US remain too small to materially affect either region's can sheet market.
Scrap musings: Looking for arbitrage opportunities
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
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.
Fake semis return to the market
A loophole in Section 232 could allow unethical people to game the system.
Plugging the leaks, Part 2: The tariff net extends to wheels, wires, and cans
The second installment examines how those same derivative tariff petitions have now moved downstream, encompassing aluminum-intensive finished goods like wheels, powders, and even filled food and beverage containers.
Plugging the leaks, Part 1: How aluminum trade groups are closing gaps in Section 232
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
What an agricultural bail out could mean for aluminum
Could a proposed bail-out of farms hurt by tariffs present an opportunity to change how the government chooses to support steel and aluminum?
As Oswego outage continues, auto and beverage supply seek alternatives
Novelis has declared force majeure on automotive, beverage and container stock shipments.
Freight: Aluminum's canary in the coal mine
Freight data - especially truck movements - remains flat year over year, underscoring its role as a leading indicator of commodity demand and an early signal for aluminum's dependence on final-mile delivery.