Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.
The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.
Just when we thought we’d get a breather from tariffs news, President Trump has announced his intention to double tariffs on aluminum imports to 50% effective June 4th.
While Michigan-based Superior did not name the “large North American OEM customer”, the scale suggests a major Detroit-based automaker.
For domestic automakers, first-quarter 2025 earnings were once again defined by suspended guidance and repeated references to “tariff uncertainty”.
The purpose of the tapered tariff reduction is to allow time to readjust supply lines or onshore manufacturing to the U.S., a phaseout that incentivizes shifts in components production.
The Solar Energy Industries Association's (SEIA) Market Insight 2024 highlighted some sector growth as well as some sobering numbers on residential installations.
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
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.
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 […]