Section 232's recurring inclusions, layered alongside overlapping and contested tariff regimes, have turned aluminum trade policy into a rolling mechanism that boosts GDP on paper, stokes inflation in practice, and leaves buyers navigating uncertainty as the only constant.
July's producer price index (PPI) and manufacturing survey (M3) data show an aluminum sector that looks steady on paper but is shrinking once inflation is stripped away, with costs cascading unevenly through the supply chain.
Tariffs and inflation have been playing havoc on prices and higher interest rates, and lending requirements have made financing more difficult.
Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]
Kaiser reported net income of $12 million for the third quarter.
What's influencing the market and shaping industry outlooks?
Wednesday afternoon, the Fed is scheduled to hold a news conference outlining its latest policy.
Are we seeing progress toward lower inflation or is a generally resilient economy wavering?