AMU's June monthly round-up: Tariffs, shifts, and strains
There's a lot of news to keep track of, so we're lending a hand with highlights from June and what it means for you.
Tag: Tariffs
Import report card: Fragmented by design
The latest import data reveals a market no longer shaped by supply and demand alone, but by tariffs, carveouts, and timing.
AMU Survey: Tariffs cast a shadow on the market
Demand is holding steady, but on-again, off-again tariffs continue to sow uncertainty in the markets, according to AMU’s monthly market survey.
Commercial vehicle trends in aluminum
Class 8 orders drop, trailer backlogs thin, but transportation spending sets a record.
Q2'25 auto sales: The sugar high quarter
Second quarter auto sales look strong on the surface, underpinned by a growing split between assembly and production.
What shoes have to do with Washington's aluminum fight
Not just cans and cars, aluminum tariffs step into new territory.
Why Superior Industries' collapse should matter to the downstream aluminum market
Superior Industries is officially off the New York Stock Exchange, and while that might sound like a corporate headline, it carries bigger weight for anyone tied to the aluminum supply chain.
Metal on the borderline: Mexico's aluminum survival strategy
Mexico is pushing for a deal through the USMCA framework.
What copper's scrap crisis signals for aluminum
We’re already seeing similar themes on the aluminum side: export bottlenecks, tariff fallout, domestic oversupply, and pricing dislocation.
What you might’ve missed: Premiums, psychology, and pricing math
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.