Tag: Tariffs

Two of the three planned cold mills are ramping operations and producing prime products. A third cold mill is scheduled to commission in Q3’26.

The construction market is seeing activity from data centers and the energy infrastructure to support them. But other factors are dragging the sector down: The Iran war is spiking inflation; tariffs are driving up material costs; and immigration crackdowns are hurting labor.

LME and Midwest premiums are rising, and a conflict in Iran is just one of several challenges the market is facing.

Alterations to Section 232 tariffs on aluminum could make things easier on the administrative side by replacing the confusing content-based valuation system with a full-value assessment.

Aluminum was very in the spotlight this past week on growing concern about damage inflicted on some of the Persian Gulf's key smelters.

The US will apply tariffs to the full value of aluminum-containing imports under a new Section 232 framework with tiered duty rates.

Hyundai Translead plans its first US trailer plants as production declines and trade cases on imports and tariffs move forward.

Join SMU and AMU for a Community Chat on Wednesday, March 11, at 11 a.m. ET with George Adams, CEO of SA Recycling.

Based on our experience of watching previous conflicts, we believe investors tend to have a rather dispassionate view of conflagrations as long as there is no potential impact on oil flows. Although some oil producers have voluntarily curbed shipments through the Gulf, they might resume them once things settle down.

The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.