Investigaciones de Panjiva

Special Report: Thyssenkrupp, Voestalpine set to gain from sweeping US-EU steel and aluminum deal

November 2, 2021

The U.S. and the EU have announced an agreement to partially lift the Section 232 “national security” tariffs on steel and aluminum. The breakthrough came right at the deadline set by the EU, thus preventing an increase in retaliatory tariffs on U.S. goods that was set to go into effect in Dec... Read more →

Mahle, Valeo may see additional costs from aluminium foil ruling

October 26, 2021

The U.S. International Trade Commission recently ruled that imports of aluminum foil from Armenia, Brazil, Oman, Russia and Turkey “materially” injure U.S. industry. The injury is caused by sales at less than fair value, also known as dumping, as determined by a prior decision by the Departmen... Read more →

Supply chain inflation bow wave washes into Q3’21

August 16, 2021

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

Thyssenkrupp, SSAB scale up steel shipments; long wait for tariff leniency ahead

August 8, 2021

The U.S. and EU are continuing their negotiations to resolve the future of U.S. Section 232 steel and aluminum duties, with a commitment to completing discussions by Nov. 1. Other Section 232 tariffs have recently been abandoned, while plans on both sides for Carbon Border Adjustment Mechanism... Read more →

ArcelorMittal, JSW Steel face risks from U.S., EU carbon border tariff initiatives

July 21, 2021

The recent introduction by the EU of a Carbon Border Adjustment Mechanism – effectively a tariff on imports from countries with higher carbon emission intensities or lower carbon prices – is drawing responses from other countries. In the U.S. Senator Chris Coons and Representative Scott Peters... Read more →

Presidential power affirmed as Turkey loses steel tariff appeal

July 15, 2021

The U.S. Court of Appeals has overturned an earlier court decision that ruled against President Trump’s action to double section 232 (national security) tariffs on imports from Turkey. That reaffirms the President’s discretionary power with regards to tariffs. It’s unlikely that the Biden admi... Read more →

“Fit for 55” brings higher costs, continued uncertainty for supply chains

July 15, 2021

The European Union’s “Fit for 55” greenhouse gas reduction package brings stricter targets and likely increased costs for supply chains once it enters law over the next two years. In logistics the maritime shipping industry will be included in the EU emission trading scheme for the first time.... Read more →

Q3’21 Outlook: The fallout from pandemic planning and trade policy rivalry

July 6, 2021

The impact of international trade policy on global supply chains in the second half of 2021 will depend on the implementation of vaccine provision regulations and the resolution, or otherwise, of long-standing trade rivalries. Global trade is recovering rapidly with growth in exports from 27 c... Read more →

Evraz, TMK face dual duty squeeze as Russia manages metals inflation

June 29, 2021

The Russian government will apply export duties to a range of base metals including steel, aluminum, nickel and copper. That follows a similar move in the food sector and is an attempt to manage domestic inflation. The duties may further distort metals supply chains, exacerbating a prior slide... Read more →

Thyssenkrupp, Outokumpu still face tariffs after U.S., EU harvest low-flying fruit

June 16, 2021

The EU and U.S. have signed an agreement to suspend bilateral tariffs applied as part of a dispute over aerospace subsidies for five years. The two will instead tackle “non-market practices of third parties that may harm their respective large civil aircraft industries”, likely to be directed ... Read more →

Showing research about Metals - Aluminum