Tag: Import

These producers are not rookies. They understand how to manage the long supply chains from the Gulf into the US.

February aluminum imports fell sharply despite strong Midwest premium incentives, leaving US inventories at roughly two weeks of demand and raising the risk of higher physical premiums amid tight supply and geopolitical uncertainty.

A potential Strait of Hormuz disruption threatens Gulf aluminum exports at a time of tight US and European supply conditions.

February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.

The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.

The bill on the IEEPA tariffs will go to the Senate for a vote.

Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.

It will likely be the second quarter before we see total imports return to the robust levels of Q1'25

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.

Let’s unpack the facts behind this move.