US industrial policy needs to be systematic, not just ad hoc – Part 1
Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 1 After decades during which the very concept was taboo and the reality swept under the rug, the US has now rediscovered industrial policy. But this rediscovery remains incomplete, as too much of it is...
From black shale to smelter feed: CEM advances North American alumina supply chain
Canadian Energy Metals has demonstrated a process for producing smelter-grade alumina from Saskatchewan black shale and has started a prefeasibility study for its Thor Project. Canadian Energy Metals Corp. (CEM) has taken a step towards developing an alternative North American source of alumina...
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US aluminium and steel tariffs to clutch away over 100,000 jobs across the industry: Alcoa
Alcoa, a global aluminium production entity with major smelters in Canada, Australia, and Iceland, among other locations, has expressed concerning statements that over 100,000 employment losses can be anticipated owing to the proposed implementation of US aluminium and steel tariffs of flat 25 per...
US backs Russia instead of Europe for the first time in draft resolution by Ukraine – is this a shift in trade ties?
The United States' unprecedented support for Russia in blocking a draft resolution by Ukraine at the United Nations has sent shockwaves through the market as soon as the news surfaced today, February 25. For the first time in three years since Russia invaded Ukraine, the United States has come out...
Feasibility check: Why the US aluminium industry can’t afford to lose Canada
The United States and Canada have long shared more than just a border — they’ve built an aluminium supply chain that’s deeply intertwined and vital to both economies. As the US grapples with declining aluminium production and mounting energy costs, the importance of Canada’s role has never been...
The right deal for America and US aluminium: Charles Johnson, president & CEO, The Aluminum Association
Last week, President Trump signed a proclamation strengthening existing Section 232 aluminium tariffs that he originally implemented in 2018 on national security grounds. There’s a lot to like and a lot we support in the president’s action. Though – and this is critical – for our industry’s growth,...
Can India’s ‘zero-for-zero’ approach tackle US reciprocal tariffs? Here’s its context, impact and more...
A Global Trade Research Initiative’s (GTRI’s) flagship report on Friday has put the spotlight on a plethora of possibilities for the Indian Government to tackle US President Donald Trump’s reciprocal tariffs that can potentially hit the Indian trade setup hard enough. One of which has pulled many...
Why Is Constellium increasing prices for flat-rolled aluminium products?
Constellium, the Paris-based aluminium business, has determined to increase a minimum price of USD 0.15 per pound for all flat-rolled products shipped in the US, owing to the recent market conditions and revolving economic drivers. The price increase is to be effective immediately after...
Market volatility and geopolitical risks drive China’s aluminium prices higher
The past week has been all about the dynamic shift driven by rising domestic prices, US tariff policies, and fluctuating supply-demand dynamics in the global aluminium market. According to various news platforms, Chinese aluminium spot prices have hiked to RMB 20,524 per tonne (USD 2,862 per tonne)...
Japan and Vietnam pilot through individualistic route to deal with Trump’s tariff
Japan has officially requested an exemption from US President Donald Trump’s proposed 25 per cent tariffs on steel and aluminium, as well as other reciprocal tariffs, according to a report from Tokyo-based Kyodo News. Meanwhile, Vietnam is prepared to engage with the United States to discuss the...
Upstream weekly: Trump tariff continues spark tension in the aluminium industry; NALCO unlocks new milestone
The aluminium industry has been under the radar ever since Donald Trump imposed tariffs on Canada, Mexico, and China. However the latest update has sent another shockwave amongst the industry. In a controversial move, U.S. President Donald Trump has announced a 25 per cent tariff on all steel and...
US steel and aluminium tariffs: how will they impact China's aluminium exports?
On February 10 local time, US President Donald Trump signed an executive order announcing a 25 per cent tariff on all aluminium and steel imports to the US. Trump also stated on the same day that the policy would have ‘no exceptions or exemptions’ and that tariffs on automobiles, chips, and...
The economic impact of aluminium recycling
Aluminium recycling is not just a process of reusing materials; it is a powerful engine driving economic growth, supply chain resiliency and environmental sustainability. At Novelis , we have long championed the benefits of recycling aluminium, recognising its critical role in shaping a sustainable...
Trade Minister Don Farrell: Australia’s aluminium exports done with US approval
Australia has responded to the trade statement revolving around the country’s aluminium export. The nation’s trade minister, Don Farrell, proclaimed on February 13 that Australia’s surge in its aluminium supply to the United States, with Washington’s complete acknowledgement and approval, while...
November records a strong monthly surge of 12.64% in US aluminium scrap exports with Thailand bagging the top position
The United States is one of the leading aluminium scrap exporters in the world. As per the United States Geological Survey (USGS) data, in November 2024, a total of 196,000 tonnes of aluminium scrap was exported from the US, which, when compared to Y-o-Y, reflected a significant surge of 20.24 per...
Hindalco unfazed by Trump’s tariff bombshell — Novelis has leverage over share prices!
The US President’s surprise move to impose a 25 per cent tariff on all steel and aluminium imports has sent shockwaves across global markets. However, industry experts have reinstated their trust upon Hindalco’s 100 per cent subsidiary Novelis, confirming that it is well-equipped to weather this...
“Australia is just killing our aluminium market,” says Trump's top trade adviser Peter Navarro
On December 4, 2024, President-elect Donald Trump announced that Peter Navarro, 75, will serve as Senior Counsellor for Trade and Manufacturing in his upcoming administration. In this role, Navarro will be responsible for advancing and effectively communicating Trump's Manufacturing, Tariff, and...
SHFE aluminium weakly consolidates as alumina prices slightly collapse
On February 12, 2025, the most-traded SHFE aluminium 2503 contract opened at RMB 20,610 per tonne, with a high of RMB 20,690 per tonne and a low of RMB 20,520 per tonne, closing at RMB 20,575 per tonne, down 0.48 per cent. Trading volume was 96,000 lots, and open interest was 159,000 lots. On the...
Coca-Cola looking to ditch tariff impact by partially replacing aluminium with plastic or raising product prices
Coca-Cola is reportedly considering raising prices of its aluminium-packaged products to offset the impact of tariffs, aligning with earlier predictions that the US-imposed 25 per cent tariff on imported aluminium would ultimately drive up consumer product costs. The US-origin soft drink company is...
US aluminium industry faces crisis as smelter closures undermine tariff protections
The United States’ aluminium sector is facing an existential crisis, with the number of operational smelters dwindling to just four. Despite the 25 per cent tariff on steel and aluminium imports introduced by the Trump administration, the primary aluminium industry remains in decline, struggling...
