SMU: US House passes resolution to end Canadian tariffs
The bill on the IEEPA tariffs will go to the Senate for a vote.
Tag: Import
Ford results: Oswego restart, truck output and putting numbers to aluminum sheet
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
US imports not responding to premium incentives
It will likely be the second quarter before we see total imports return to the robust levels of Q1'25
AMU Survey: January lead times stable, but still uneven across products
January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.
The logic behind US government investment in Atlantic Alumina
Let’s unpack the facts behind this move.
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.
Midwest premiums: Falling Canadian imports are telling
The US has seen a drastic decline in imports from Canada.
Midwest premiums: How high is high?
The Midwest premium has risen beyond replacement economics, driven by thin liquidity, depleted US inventories, slow import response, and limited near-term substitutes - raising questions about sustainability and forward risk.
Mexico's tariffs on China: Important move ahead of USMCA Talks
Mexico’s Congress authorized up to 50% tariffs on goods from countries with which it does not have a bilateral trading agreement. This is gives Mexico some cover over concerns it bowed to US pressure to block just Chinese goods flowing through Mexico to the US.
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.