Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
Tag: Tariffs
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
A week after Liberation Day, the global economy got a 90-day “stay of execution”
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.
Retaliation Day: The day tariffs hit back
Global trade partners hit back hard, targeting US aluminum, autos, and more.
March Market Wrap: The aluminum industry still trying to sort things out
Trump’s March 1 executive order stirred the pot, especially with talk of reciprocal tariffs and new Section 232 cases.
Tariffs, tension, and treading water
Tariffs take center stage
March check-in: Mixed signals, muted optimism, and a market watching Washington
If there’s a silver lining, it’s that nobody reported total collapse...yet.
Tariffs are easy to announce, hard to track
Inside the CBP system behind aluminum tariff enforcement and the logistical nightmare it could soon become.