The courts pause Trump tariffs…. more uncertainty
Has Section 232 survived the latest legal challenge?
Tag: Policies
Court of International Trade sets limits on extrusion duty appeals
The ruling might not be the last word – but it’s a signal on where future cases my land.
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 […]
Aluminum market Q&A: Unpacking the chaos
Cutting through the noise. Breaking down the big questions trending in aluminum today.
AMU Week in Review: Tariff delays, premium swings, and global supply chain risk
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 […]
Week in review: Tariffs, Panama Canal and the Far East
Since Inauguration Day, people in the industry had a lot say…and we listened! Below are the key takeaways from what people in the industry, upstream and downstream, had to say this week. Trump’s Proposed Tariffs Timing and Process Industry and Market Outlook Broader Economic and Geopolitical Insights Economics highlights New home sales Monday, Jan. 27 […]
Disjointed energy policy: The Stargate Project threat
On Jan. 21, the Trump administration announced The Stargate Project, a $100 billion investment to “building new AI infrastructure for OpenAI in the United States.” Eventually Stargate intends to inject $500 billion into the investment. Initial equity funders in Stargate are SoftBank, OpenAI, Oracle and MGX. SoftBank and OpenAI are the lead partners for Stargate, […]
Trump's playbook: Aluminum edition, day-one
The focus was on energy dominance, trade policy and deregulation which could provide opportunities for domestic growth, but they also raise questions about supply chains, global markets and long-term planning.
The upcoming election and how it affects recycled metals
Post-election recycled metals markets have consistently seen price surges driven by domestic policies, but volatility remains a constant factor.