Gears in motion: American Axle & Manufacturing and Dowlais merger
A shareholder vote barely made headlines, but it could reshape aluminum demand, scrap flows, and supplier power across the entire North American auto part supply chain.
Tag: Mexico
GM pauses production at Mexico plant amid broader tariff concerns
The facility manufactures the Chevrolet Silverado and Cheyenne and GMC Sierra, as well as propulsion systems assembly.
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
Week in review: Holding pattern or breaking point?
Premiums are spiking, tariffs are biting, and buyers are scrambling. This isn't normal, it's aluminum in chaos.
The courts pause Trump tariffs…. more uncertainty
Has Section 232 survived the latest legal challenge?
Mexico invests in port capacity despite U.S. tariff troubles
Mexico is moving ahead with plans to expand its Pacific port of Manzanillo despite some seemingly big headwinds.
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.
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Trump holds off on 50% Canadian steel, aluminum tariffs after day of threats and reversals
Section 232 tariffs are expected to go into effect March 12
Tariff turmoil: The ever-changing playbook
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 […]