AMU Community Chat: Meir on the Midwest premium, tariffs, and the 2026 outlook
Meir spoke last week during an AMU Community Chat on a wide range of topics affecting the aluminum market.
Meir spoke last week during an AMU Community Chat on a wide range of topics affecting the aluminum market.
Robert DeFrancesco and Alan Price, trade attorneys with Wiley Law, discussed the impact tariffs have had on steel and aluminum markets, and what could happen if they are changed or repealed.
It was another volatile week in the markets as wild gyrations in US equities rocked the commodity space as well. By week's end, both complexes went their separate ways. Stocks closed mixed, while commodities ended lower based on a general index that we follow.
Aluminum finished down by 1.25%. But there is no easing in physical premiums, which continue to climb in both the US and Europe.
Tariffs, immigration crackdowns and the loss of foreign aid are expected to drag down economies.
Federal regulators under the Trump administration have intensified oversight and reduced tax incentives for solar projects, delaying massive developments like Nevada's Esmeralda 7 and threatening to stall over 55 GW of new capacity.
More liberal access to the Northwest Passage could play into trade negotiations between Canada and the United States.
Could a proposed bail-out of farms hurt by tariffs present an opportunity to change how the government chooses to support steel and aluminum?
Public comments are open on the USMCA to offer feedback on how the agreement is functioning.
Would a 25% tariff be a win for Canada?