Tag: Tariffs

Ford and GM's results show earnings supported by tariff timing and mix, while volumes, inventory, and cash flow point to a constrained supply and uneven demand.

There’s a lot of news to keep track of, so we’re lending a hand with highlights from the past month and what they mean for you.

The US has released new procedures allowing steel and aluminum producers in Canada and Mexico to qualify for reduced Section 232 tariffs. But only if they commit to building new production in the US.

Aluminum executives say geopolitical tensions are reshaping logistics and trade flows, but demand remains stable as the supply chain adapts to ongoing disruptions.

Markets were all over the map last week. But once again, it was energy that commanded the most attention.

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.