Plugging the leaks, Part 1: How aluminum trade groups are closing gaps in Section 232
The first installment explores how trade groups representing extruders and die casters are pressing to expand Section 232’s coverage.
Tag: Production
As Oswego outage continues, auto and beverage supply seek alternatives
Novelis has declared force majeure on automotive, beverage and container stock shipments.
Arconic doubles high-purity output at Davenport
Arconic's Davenport expansion has doubled its high-purity aluminum capacity, a development that fills part of the void left by Century's idled Hawesville smelter and an opaque import market.
Ball, Red Bull, and Rauch break ground on Concord plant: A new era for beverage cans
The long-delayed Concord facility marks Ball's return to the Carolinas and highlights a broader shift in beverage can demand, with energy drinks and specialty drinks driving growth as supply chains and consumer preferences evolve in tandem.
Quantifying Oswego's interruption for the auto industry
Novelis' Oswego mill fire has sidelined the largest producer of automotive body and structural sheet in North America, disrupting a closed-loop scrap system and removing over half of regional BIW/closures sheet supply, with limited options for domestic backfill and costly import alternatives.
Canada’s $5bn relief fund with aluminum focus rekindles debate over subsidies
Canada's new Strategic Response Fund for tariff-hit industries has triggered sharp criticism, drawing in questions over subsidies, trade imbalances, and whether U.S. and Canadian aluminum markets are as different as an industry group suggets.
Assessment underway after fire at Novelis' Oswego plant
The extent of the damage is also being examined, a spokesperson said.
Quarterly tariff cycle: Section 232 inclusions reopen... again
Section 232's recurring inclusions, layered alongside overlapping and contested tariff regimes, have turned aluminum trade policy into a rolling mechanism that boosts GDP on paper, stokes inflation in practice, and leaves buyers navigating uncertainty as the only constant.
Commercial vehicle update: Demand softens while structural costs mount
Weakening truck and trailer orders, freight volume declines, and newly expanded Section 232 tariffs on aluminum derivatives signal mounting pressure on margins and investment decisions across the commercial vehicle sector.
Secondary aluminum casthouses: Time for a rethink?
The widening gap between scrap costs and value-added premiums is making secondary aluminum casthouses look far more attractive - time for a rethink.