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.
Tag: Import
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.
Macro-economic overview: The latest from the OECD
Broadly speaking, the OECD is more positive on growth than what one might have thought.
Report: Aluminum demand down in H1
The year-over-year decline was partly due to the significant drop in exports, however demand fell in all market segments, with the exception of foil, according to the Aluminum Association.