Aluminum gets smarter: Filtration, coatings, and what comes next
If we can recover metal from waste, embed intelligence into surfaces, and extend lifecycle all at once, the entire value chain starts to shift.
Tag: Policies
Trader takeaways: What the LME lending rule really changes (Part 2)
If you are long the front and over the stock, you are now the market’s liquidity provider.
What the LME’s new lending rule means for U.S. aluminum buyers (Part 1)
Addressing the risk before it turns into another crisis.
Rules of retaliation: Canada tightens trade policy on tariff tensions
Canada's new trade rules may be retaliation, but it's also starting to look like long-term industrial strategy.
Week in Review: Margin squeeze and mixed signals
From Fed signals to MWP shifts and deeper trade tensions, this week brought fresh momentum across aluminum markets.
The courts pause Trump tariffs…. more uncertainty
Has Section 232 survived the latest legal challenge?
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 […]