Is it just me or is there a contradiction developing at the heart of President Trump’s linkage of movement on the North American Free Trade Agreement (NAFTA) negotiations to the application of steel and aluminum tariffs on imports from Canada and Mexico? I have been pondering this since earlier this week when the topic was […]
Stuart Burns
Gravity May be Reasserting Itself in China’s Aluminum Smelter Sector
In an effort to curb horrendous atmospheric pollution, particularly during the winter heating season, Beijing’s crackdown on energy-intensive and polluting industries resulted in widespread closures across the Chinese aluminum smelting industry. Buying Aluminum in 2018? Download MetalMiner’s free annual price outlook But even as expectations rise that those smelters from Shandong to Shanxi may soon […]
Battle Lines Are Being Drawn After Trump’s Tariffs Announcement
It wasn’t long after President Donald Trump’s tariffs announcement was made that battle lines started to be drawn. Section 232 buying strategies – grab your copy of MetalMiner’s Section 232 Investigation Impact Report for only $74.99! President Donald Trump has spoken to world leaders about his planned tariffs on steel and aluminum. According to Reuters, […]
How Has the Rest of the World Reacted to Trump’s Section 232 Announcement?
President Trump’s announcement that the U.S. intends to impose 25% import tariffs on steel and 10% import tariffs on aluminum following the Departments of Commerce’s section 232 review has been met with mixed reactions. Section 232 buying strategies – grab a copy of MetalMiner’s Section 232 Investigation Impact Report today! Steel and aluminum producers in […]
What Could be the Outcomes for the Section 232 Aluminum Probe?
Although my colleagues have written in detail exploring the specifics of the Section 232 investigations in steel and aluminum, recently completed by the U.S. Department of Commerce, it is worth considering the likely outcomes. This is particularly true for aluminum, because the production market is not as integrated as it is for steel. Often, primary […]
Oleg Deripaska Plans to Relinquish Control of Rusal, En+ Group
The British TV drama “McMafia” may not have reached U.S. shores yet, but viewers in the U.K. have been absorbed in the machinations of a fictional Russian family — with the ironic name of the Godmans — whose mafia past in Moscow catches up with them in their new lives in London. Buying Aluminum in […]
Is the Lithium Market a Bull or a Bubble Set to Pop?
A while back I was called by a journalist at a prominent paper and asked what I thought about the lithium market. Was it another rare earth metals story – limited supply and rapidly escalating demand? Or, worse, was the world simply going to run out of lithium in the face of surging battery demand […]
Is it a Vacuum? Is it a Hairdryer? No, it is a Dyson Car
Initially, electric and now the development of autonomous cars has been a major disrupter for the auto industry, the effects of which we have only just begun to see. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook Traditional auto manufacturers were initially written off as having too much legacy investments in […]
The British Steel Industry is Showing Signs of Recovery
The revival of steel production in mature markets does not need to be all about state aid and protection. Although some would argue the steel industry in the U.K. would not be in the condition it is now if it had state aid and protection in previous decades. Need buying strategies for steel? Try two […]
Is Aluminum Not as Strong as it Should Be?
You may be excused for wondering quite what is happening to the aluminum price. Base metals have continued in a robust rally since the recent volatility knocked prices sideways along with equities and the associated havoc in the bond market. Buying Aluminum in 2018? Download MetalMiner’s free annual price outlook But having fallen, aluminum prices […]
