Edward Meir’s week in review and thoughts on the week of July 20, 2026
We have seen aluminum correlate quite well with oil prices since the Iran war started. But there has been a noticeable disconnect between the two over the past few weeks.
Tag: Mexico
Auto market check in: Production uneven despite stronger late sales
Government data show first-half automotive production remained concentrated in light trucks, while passenger car output, inventories and import flows followed a different path.
Toyota to shift Tacoma production back to Texas as USMCA review continues
Toyota's $3.6 billion San Antonio expansion will shift Tacoma production from Baja California, Mexico to Texas as USMCA talks continue.
Steel Dynamics relocates Arizona recycled slab project, records $16 million write-down
Steel Dynamics will relocate a planned Arizona recycled aluminum slab casting center to Mississippi after citing risks tied to differences with Arizona officials and recording a $16 million write-down.
Join us for a Community Chat with Timna Tanners on June 24!
SMU and AMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, June 24, at 11 am ET.
Commerce issues preliminary trailer duty determinations, ends Canada subsidy case
Commerce issued preliminary duty determinations on van-type trailer imports from China and Mexico while terminating the Canadian subsidy investigation and advancing the remaining trade cases toward a final decision.
Op-Ed: One Market, One Industry: A shared Future
Aluminum Association of Canada's Jean Simard outlines how the upcoming CUSMA review could strengthen North American aluminum market integration through greater transparency, stronger enforcement and closer trade-policy coordination while preserving the agreement's existing framework.
Op-Ed: A stronger USMCA is critical to America’s future
USMCA modernized North American trade and reinforced the manufacturing foundation that supports the automotive, packaging, aerospace, energy and defense sectors.
Canada PM makes case for more cooperation with US on aluminum, autos
The remarks come head of the joint review of the US-Mexico-Canada Agreement, which replaced NAFTA, on July 1.
Lutnick: USMCA could be replaced by separate deals with Mexico and Canada
US Commerce Secretary Howard Lutnick said the US should pursue separate, bilateral trade negotiations with Canada and Mexico instead of renewing the US-Mexico-Canada Agreement (USMCA).