Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Tag: Manufacturing
Boxed out: U.S. tariffs upend supply chains
Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariffs, tension, and treading water
Tariffs take center stage
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.
New auto tariffs could reshape aluminum demand
This is bigger than just about cars. It’s a signal that trade policy is back on the table in a big way.
Week in Review: Reflect and regroup
Does it feel like we're still in a holding pattern? Or is there finally direction?
February aluminum market: Stability, uncertainty, and the weight of tariffs
The February survey of aluminum market participants points to a market in flux, largely stable but fragile, with looming uncertainties driven by tariffs, shifting demand patterns, and supply constraints. While many respondents see a balanced market in the near term, pockets of undersupply exist, particularly in specific scrap grades and finished products. As we move […]