Section 232 derivative guide, Part 2: Transformers, wire and cable
Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Tag: Tariffs
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Does the U.S.-EU trade deal shift attention to Mexico or Canada?
U.S-China trade negotiations have another 90 moratorium, so it does suggest that perhaps the USMCA partners may next up on the agenda.
Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Unwrought imports have dropped since March
March reached the highest level imports for the year so far at 426,911 metric tons, a spike of 47.5 % compared to a same month last year, according to the ITA.
Canada’s tariff and trade position clarified. Part 2.
Would a 25% tariff be a win for Canada?
Is there a path forward for a U.S.-Canada aluminum deal? Part 1.
The lack of progress on aluminum concessions is frustrating to people on both sides of the border given the precedent of concessions in crude oil and potash.
GE Appliances' U.S. investment and its die-casting implications
GE Appliances' new $3 billion U.S. investment is set to add thousands of tons of aluminum die-casting demand from washers, dryers, and refrigerators back into domestic production.
Novelis' Q2 margin squeeze amid diverging end markets
Novelis' Q2 results show how a split in end-market demand, firm scrap costs, and new capacity on the horizon are tightening margins in the North American flat-rolled market.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.