Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Tag: Import
Unwrought imports have dropped since March
March reached the highest level imports for the year so far at 426,911 metric tons, a spike of 47.5 % compared to a same month last year, according to the ITA.
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
U.S. opens circumvention case into Chinese foil containers after AFCMA flags rerouting
After a major industry complaint, the U.S. is investigating whether Chinese foil containers are just relabeled detours.
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
What shoes have to do with Washington's aluminum fight
Not just cans and cars, aluminum tariffs step into new territory.
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.