Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays January 2, 2020 Global supply chain operators are in the midst of a long-term process of regulatory and strategic upheaval, driven only in part by the U.S.-China trade war. The past two weeks have seen a variety of events that illustrate the challenges faced. The U.S. government plans to continue exemptions f... Read more →
USMCA Watch: Union Against Ratification as Canadian Steel Heads to Mexico March 25, 2019 Canada’s United Steelworkers’ union has called on the government to reject the U.S.-Mexico-Canada Agreement (USMCA) until U.S. tariffs on steel and aluminum have been removed. If anything Canada has been “winning” the steel and aluminum trade war. U.S. imports from Canada fell $507 million yea... Read more →
ArcelorMittal Turns Up Heat in Mexican Steel, Metal One Has the Most to Lose October 2, 2017 ArcelorMittal will spend $1 billion building a new hot-rolled coil steel mill in the Cárdenas special economic zone in Mexico. By targeting domestic demand the mill should avoid challenges from the U.S. “section 232” review of the steel sector. Panjiva data shows the mill is likely a response ... Read more →