Boxed out: U.S. tariffs upend supply chains
Container routes are collapsing, and tariffs are tightening, cross-Pacific trade is in flux, and aluminum exporters and North American Manufacturers are feeling it from both ends.
Tag: Tariffs
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
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.