Looming USTR port fees will add to freight costs
Upcoming USTR port fees targeting Chinese-built vessels are set to upend transpacific shipping costs, squeeze capacity, and ripple through U.S. supply chains as early as 2026.
Tag: Shipments
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.
Midwest and European premiums favoring Canadian producers
Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.
PPI and M3 data: Inflation makes aluminum growth disappear
July's producer price index (PPI) and manufacturing survey (M3) data show an aluminum sector that looks steady on paper but is shrinking once inflation is stripped away, with costs cascading unevenly through the supply chain.
Canada’s tariff and trade position clarified. Part 2.
Would a 25% tariff be a win for Canada?
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.
Report: Alcoa to pause Canadian projects in wake of tariff threats
Alcoa's chief executive says Canadian expansion plans are on hold as tariff threats escalate, forcing the aluminum giant to reroute metal and rethink investments.
Association of American Railroads freight volumes
The Association of American Railroads (AAR) publishes monthly freight indices and carload volumes which are a good barometer of economic activity. Canadian carriers CN and CP participate in this reporting, so aluminum imports from Canada are embedded in these numbers.
When do the tariffs reach Mainstreet?
I don’t want to be the grandparent telling number one grandchild that Santa bailed out on Christmas this year and there won’t be any toys coming (from China).