Tag: Mexico

Section 232 tariffs are expected to go into effect March 12

This week saw more tariff turmoil as the Trump Administration flip-flopped again. In case your scorecards are not up to date, here is the current situation as of Friday, March 7: January 21 Promised tariffs on Canada and Mexico February 1 Officially announced tariffs on Canada and Mexico February 3 Delayed Canada and Mexico tariffs […]

This week was another rollercoaster in the aluminum and scrap industries, with tariffs once again front and center. The back-and-forth on trade policy has left buyers, producers, and traders scrambling to keep up with shifting enforcement timelines and new restrictions. Tariffs take effect, for now On March 4, the U.S. moved forward with a 25% […]

February didn’t let the aluminum market rest. Between tariff battles, supply chain disruptions, and big shifts in domestic production, we’re seeing a major reshaping of the industry. The U.S. is tightening trade policies, global premiums are fluctuating, and key players are making moves that will define the next few months. Here’s a full breakdown of […]

The 25% tariff on aluminum imports, implementing in Q1 2025, has completely shifted global trade flows. With country specific exemptions gone, Canada and Mexico are feeling the hit. With the playing field now level, the assumption was that the UAE and India would fill the gap, but now, Ukraine may be the wild card that […]

The latest round of tariffs on aluminum and steel isn’t just about stopping direct imports, it’s about shutting down the backdoors that have let foreign metal, especially from China, slip into U.S. manufacturing through other countries. The new rules focus on where the metal was originally smelted and cast, not just where the final product […]

(This conversation with ADI took place on February 6, 2025.) Aluminum is quietly undergoing a shake-up, and ADI is right at the center of it. Backed by Steel Dynamics (SDI), ADI is gearing up to make a serious impact, just like SDI did with steel. With new capacity coming online, shifting trade policies, and a […]

In our Final Thoughts commentary last week, we discussed how used beverage container (UBC) price had become expensive. Conversations at the Platt’s conference centered around what would break the upward trend in prices. As I learned from my oldest mentor at Cargill (when I was a very green and very naïve grain trader), “the cure […]

This first week of February 2025 saw tariffs dominate the aluminum market conversation, with Trump imposing 25% tariffs on Canadian and Mexican imports, then delaying their implementation for 30 days after negotiations with both governments. China wasn’t so lucky, as the U.S. followed through with a 10% tariff on Chinese goods, prompting immediate retaliatory tariffs […]

Tariffs are making headlines, but aluminum doesn’t wait for politics to play out. The market is already shifting, supply chains are adjusting, and smart money is moving ahead of the noise. So, where does that leave us? What’s happening right now?What if this escalates further?What should we be doing now?What’s Happening? The biggest shifts aren’t […]