Category: Aluminum

Announcing tariffs is easy. Implementing them at the border? That’s a whole different ball game.

The United Arab Emirates’ Emirates (UAE) Emirates Global Aluminum (EGA) announced plans to spend $1.4 trillion dollars in the US over the next 10 years, including a greenfield primary aluminum smelter. Is this real or another soundbite?

The aluminum market is facing a wave of uncertainty following the latest Section 232 tariffs, leaving many in the industry asking the same key questions – from why the Midwest Premium isn’t reacting as expected to how these tariffs will impact Canada, value-added products, and scrap flows – there’s plenty to unpack. We’ve put together […]

Let's take a look at different tariff scenarios.

“CBP expects full compliance from the trade community for accurate reporting and payment of the additional duties. CBP will take enforcement action on non-compliance," the agency said in a March 7 bulletin.

Imposing country-of-origin duties plus the upwardly revised Section 232 duties would create an untenable value for Midwest P1020. Modeling the extreme outcome of 25% country-of-origin tariffs plus 25% Section 232 tariffs could put Midwest physical premiums as high as $0.65 per pound. No, that is not a typo: $0.65 per pound! Primary aluminum supply chains would rotate from importing Canadian aluminum to importing it from India, the Middle East, or other very distant origins. That is worrisome for manufacturers.

The demise of the VAT rebate system in China might be the most tangible sign that Beijing realizes that its unbridled access to global markets is over. There was no point in continuing a system of financial incentives to the export sector when the tariff headwinds were getting stronger.

It won't be so easy to restart idled aluminum production in the US, AMU says.

US primary output is at its lowest level this century

New duties could give companies like Alcoa and Century Aluminum revenue gains that could boost production

The problem is that the situation in Washington is so fluid that no one really knows what to expect

The new version of Section 232 goes into effect on 12:01 am ET on March 12, according to the executive order. The latest iteration of Section 232 removed quotas, exemptions, and other carve outs that had accumulated over years.

A look at US curbside operators concerns about new deposit legislation for used beverage cans.

Hitting Canada with a 25% tariff could allow imported goods from other origins at proposed 10%-20% tariffs.

Executive orders, LME volatility and more

The Stargate Project is making big claims. Are they realistic?

EU restrictions on Russia, Canadian tariffs, scrap leakage and more

Many people have shaken off the post-holiday blues. But for primary aluminum operators, “power blues” are enduring.

US mill secures $22 M funding for Nexcast project US-based rolling mill, Golden Aluminum, has secured $22.3 million in government funding for its next generation mini mill project. The company was awarded the funding from the US Department of Energy’s Office of Clean Energy Demonstrations initiative at the end of November. Golden Aluminum plans to […]

We are quickly approaching Inauguration Day. The market still has no definitive clue as to how the Trump administration will execute on its threat to apply universal tariffs to all imports. Compounding this are the threats to apply 25% duties against our USMCA partners - Canada and Mexico.

Recovery continues but geopolitical risks remain for 2025

The size of the capital structure and the composition of the owners are telling statements about the importance that Beijing has assigned to this venture.

“New commodity-specific tariffs, mainly on steel and aluminum products, could widen price differentials and divert trade flows,” the credit agency forewarned.

A roundup of CRU's weekly aluminum news.

Highlights from the aluminum industry this week

Aluminum highlights for the week

A look at this week's aluminum news

The investment is aimed at growing Kloeckner’s automotive and industrial segment in the US and Mexico.

A roundup of this week's CRU aluminum news.

A roundup of this week's CRU aluminum news.