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The Supreme Court just dropped a shocking 6-3 ruling striking down President Donald J. Trump's “Liberation Day” tariffs under IEEPA. In this urgent 15-minute breakdown, The Right Side with Doug Billings gives you the full story: who voted what, the explosive dissents from Clarence Thomas, what it means for your job and wallet, and — most importantly — President Trump's complete playbook to fight back and WIN.Timestamps:0:00 – High-energy intro & hook0:45 – Exact 6-3 breakdown + Roberts & Thomas quotes3:30 – Real impact on prices, jobs & Treasury6:00 – How the lawsuits happened & who's really behind them8:30 – Trump's full fight-back playbook (Section 232, 301, 122 & more)12:00 – Historical lessons & 3 biggest takeaways13:45 – Your action steps + powerful closePresident Trump is already moving with national-security tariffs, unfair-trade investigations, and fast-track legislation in Congress. This is NOT a defeat — it's a wake-up call for Article I restoration and stronger America First trade policy.If you want raw, no-spin truth and the America First fight, hit PLAY now!✅ Subscribe to The Right Side on your favorite podcast app✅ Watch the full video on YouTube: @TheRightSideDougBillings✅ Follow Doug Billings daily:X → @DougBillingsTruth Social → @DougBillingsDrop your comment: “Checks and balances or deep state in robes?”Subscribe (it's FREE) to Doug's channel on YouTube: @TheRightSideDougBillings#SupremeCourt #TrumpTariffs #LiberationDay #6-3Ruling #Trump2026 #AmericaFirst #TariffFight #SCOTUS #DougBillings #TheRightSide #DeepStateInRobes #ArticleI #TradeWar #MakeAmericaFirstSupport the show
When "content" gets contentious. New lawsuit in CIT over CBP's valuation practice for 232 steel and aluminum. Listen for more on Two Minutes in Trade.
When I don't follow the rules, it's a problem but when the government doesn't follow the rules, it's still my problem. Listen for more on Two Minutes in Trade.
Silver Price Is Front Running Section 232 Tariff Result Congratulations on another early Christmas present from the gold and silver markets, as both prices have soared to new all-time record highs on Monday. And with silver in particular, Vince Lanci reveals why it's starting to look like someone is front-running the Section 233 tariff decision. So it's a wild time in the precious metals markets, and to get caught up to speed, click to watch today's video now! - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
In this episode of Five Questions, Five Answers, Birgit Matthiesen and Jessica DiPietro explore the historical context and implications of the Nixon Shock and the Trade Expansion Act, focusing on Section 232 investigations and their impact on US trade policy. Birgit and Jessica discuss the complexities of these investigations, the broad scope of tariffs, and the importance of understanding product classifications and valuations. They also look ahead to the future of Section 232 actions and the need for companies to stay informed and prepared for potential trade remedy actions in 2026. Takeaways • Know that Section 232 investigations can be initiated by multiple actors, including the president and Congress. • Anticipate wide investigative scopes that can sweep in diverse products and complicate compliance. • Monitor Federal Register notices to stay current on tariff actions and scope changes. • Note that the current Administration frames economic security as national security. • Track the rising number of Section 232 investigations as a signal of policy direction. • Prepare proactively by assessing and managing your company's tariff exposure.
Keith Christman, president of the Decorative Hardwoods Association, and Kemp Harr discuss the difference between the reciprocal IEEPA tariffs and the Section 232 tariffs and what Keith's trade association is doing to protect domestic producers of hardwood products, including flooring.
The crew discusses the Trump administration's stoppage of Revolution Wind and US Wind, despite billions already invested. They analyze the Commerce Department's Section 232 national security investigation into wind energy and new tariffs on steel and aluminum. State governors are responding differently to federal pressure, with Connecticut negotiating while Maryland pushes back against the coordinated assault on offshore wind projects. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here's your hosts. Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Well, welcome to the Uptime Wind Energy Podcast. Rosemary Barnes is in Australia. Joel Saxo is in the great north of America of land we call Wisconsin. And Phil Totaro is in lovely California, and as we've been talking off air before the show started. There's a lot of news this week. We are not going to get to all of it in this episode. There is no chance of that. But I wanted to start off first with what's happening off the coast of Connecticut with Revolution Wind and Ted and the stoppage there, and also the more recent news about US Wind, which is a project off the coast of, of [00:01:00]Maryland and uh, the administration. A couple of days ago decided that, uh, they're gonna pull the permits from US Wind. And, and that has created quite a, a firestorm within the states because if you think about revolution wind, that was gonna power like 350,000 homes up in Connecticut and Rhode Island and US Wind, which was nearly as far down the line, was also gonna power a great number of homes off the coast of Maryland. Now both of those have stopped. Uh, and as I pointed out in a recent Substack article and on and also on LinkedIn, and I think everybody has seen this, that pay attention to what the governors had done. 'cause this is the same thing that happened to Empire Wind and Ecuador a couple of months ago. Where, uh, empire Wind got shut down. The governor of New York went to the administration and said, Hey, what's, what gives they negotiated an out, which is that New York was gonna allow more gas capacity and gas lines [00:02:00] into the state. That same thing is, I think is happening in Connecticut and the governor of Connecticut is, uh, has vowed to work with the administration to. Get revolution back up and running. In fact, there was a interview today, we're recording on a Wednesday where he was on television basically saying that, that there's, uh, the art of the deal still exists. You can't cancel a deal after the art of the deal has been signed. Which that's a good point. Right. Uh. Connecticut is trying to negotiate this, and they have been talking to the state of New York, Maryland has taken a different approach and Maryland's governors, Westmore is saying, quote, canceling a project set to bring in $1 billion in investment, create thousands of good paying jobs in manufacturing and generate more Maryland made electrical supply is utterly shortsighted. All right, so Maryland's taking a different approach and is, is sort of punching back hard instead of going to the negotiation table. [00:03:00] Is there more to this than what we can see outwardly? Or is there a lot more, uh, to it in terms of what the administration is trying to do? Or is this all about expanding the role of gas in Democrat LED states? I Joel Saxum: think you're on it there, Alan.
Yogurts could now be subject to the 50% steel and aluminum 232 tariffs. Hundreds of new derivative products added. Listen for more on Two Minutes in Trade.
Can importers claim Chapter 98 exemptions for articles subject to section 232 tariffs? The answer isn't as clear as you may think. For more information, listen to today's Two Minutes in Trade.
Section 232 comments on pharmaceutical and semiconductor investigations are available for review. Listen for more on Two Minutes in Trade.
Planes and their parts are the next subject of a Section 232 investigation. Learn more on Two Minutes in Trade.
With so much fast-moving activity on the tariffs front, this episode discusses the newly announced Section 232 Investigation focusing on commercial aircraft and parts, including a summary review of 232 investigations, why this one came as a surprise, how it fits in with other current Section 232 investigations, and how it may impact the industry. Global Trade Talks is a podcast that shares brief perspectives on key global issues on international trade, current events, business, law, and public policy as they impact our lives.
This conversation delves into the evolving dynamics of global trade, particularly focusing on the relationship between the US and China, and its implications for the metals and mining markets. The discussion highlights the increasing importance of critical minerals, the impact of tariffs, and the challenges faced in reshoring supply chains. Andrea Hotter provides insights into the changing narratives surrounding mining, the complexities of Section 232 investigations, and the current state of the copper market. The conversation also addresses the challenges of smelting capacity in the US and the potential for international partnerships in the face of rising tensions and trade wars. In this conversation, Andrea discusses the critical importance of domestic processing capacity for rare earths and the need for diversification in supply chains, drawing lessons from Japan's experience. She highlights the challenges faced in workforce development and processing knowledge in the U.S., as well as the infrastructure and environmental hurdles in mining projects. The conversation also touches on government financing and support for mining initiatives, the geopolitical dynamics surrounding critical minerals, and the role of Africa in the global mineral supply. Finally, Andrea addresses the contradictions of isolationism in trade and the necessity of maintaining global partnerships.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.https://www.calibremining.com/Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
Getting sick will cost you more as tariffs on the horizon under a Section 232 investigation on pharmaceuticals. Listen for more on Two Minutes in Trade.
It's critical that companies pay attention to the new Section 232 investigation on critical minerals & rare earth elements. Listen for details on Two Minutes in Trade.
R-CALF USA Urges Section 232 Investigation into Beef and Cattle Imports
Copper imports are facing potential tariffs under section 232. Listen for more on Two Minutes In Trade. #TMIT
The National Milk Producers Federation applauds the bipartisan Whole Milk for Healthy Kids Act, and Farmers for Free Trade executive Director, Brian Kuehl (KEEL) reacted to the imposition of Section 232 tariffs.
In this episode of Passing Judgment, we delve into the legal complexities of President-Elect Trump's proposed tariffs. Jessica Levinson explores how power over foreign commerce has shifted from Congress to the President, highlighting key laws like the Reciprocal Trade Agreements Act of 1934 and the Trade Act of 1974. The episode also covers President Biden's controversial pardon of his son, Hunter Biden, examining the constitutional power of presidential pardons, historical precedents, and political implications. Here are three key takeaways you don't want to miss:1️⃣ Congressional Abdication of Trade Powers: Jessica Levinson points out that Congress has gradually ceded its constitutional authority to regulate foreign commerce to the executive branch over the past century. 2️⃣ Legal Hurdles for Trump's Proposed Tariffs: Despite President-elect Trump's promises to impose sweeping tariffs on countries like Mexico, Canada, and China, there are significant legal and procedural hurdles to clear. These include mandatory investigations by the Department of Commerce, and potential court challenges under doctrines like the major questions doctrine and nondelegation doctrine.3️⃣ Presidential Pardons and Political Implications: The episode delves into President Biden's pardon of his son, Hunter Biden, explaining the broad and exclusive presidential power to grant pardons for federal crimes. Resources Mentioned:Jessica's MSNBC articleFollow Our Host: @LevinsonJessica
A New Year's present was given to steel and aluminum importers for goods from the EU as the TRQs were extended through 2025. Listen for details on Two Minutes in Trade.
Commerce proposes to modify its section 232 exclusion process again. Comments are due Oct 12. Listen to today's Two Minutes In Trade for details.
In June 2018, the US Trump administration introduced tariffs on European steel and aluminium exports, starting a long-time dispute between the two trade partners. On 31 October 2021, the European Union and the United States agreed on temporary measures to settle their dispute over US Section 232 ‘national security' tariffs on EU steel and aluminium products. In addition to opening tariff rate quotas for historical EU export volumes, the joint EU-US statement mandates negotiations on a “global steel and aluminium arrangements to restore market-oriented conditions and address carbon intensity”, with a deadline of 31 October 2023. As this deadline approaches, negotiators from Brussels and Washington are scrambling to get a deal. At the same time the discussions have been overlapping with the broader goals of supporting the green transition and need to be considered against the backdrop of the geopolitical rivalry between the USA and China. In this episode of The Sound of Economics, Giuseppe Porcaro invites Kimberly Clausing and David Kleimann to disentangle the ongoing negotiations and explore the legal, diplomatic and economic consequences of these negotiations through a transatlantic perspective. Relevant publication: Kleimann, D. (2023) ‘Section 232 reloaded: the false promise of the transatlantic ‘climate club' for steel and aluminium', Working Paper 11/2023, Bruegel This research output received funding from Pool Fund on International Energy (PIE), within the European Climate Foundation.
This week, the One Voice team meets to discuss the Congressional agenda when Congress returns from recess including the upcoming Appropriations fight that could lead to another government shutdown. The team then pivots to the Administration's Unified Regulatory Agenda and its impact on manufacturers and also a surprising deal struck during Prime Minister Modi's visit to Washington to end a trade dispute centered on the Sec 232 steel and aluminum tariffs.
So have the section 232 tariffs been successful in reducing imports, increasing domestic capacity and shores up national security? Listen for details on today's Two Minutes In Trade.
The United States imposed additional duties of 25% ad valorem on steel imports into the country. Section 232 of the Trade Expansion Act of 1962 imposed additional duties. Several provisions of the General Agreement on Tariffs and Trade ('GATT') were violated, most notably the security exception in Article XXI. The US argued that the measures were justified under GATT Article XXI (b)(iii), which allows a WTO Member to take measures necessary to protect its essential security interests. The panel determined that this did not negate the requirement that such action be taken in accordance with the conditions and circumstances specified in clause XXI. The panel in Russia – Traffic in Transit has also explained what might constitute an 'essential security interest ‘While it has recognized that every Member has the discretion to define what it considers to be its essential security interests, it has drawn a red line by stating that this does not mean that a Member is free to elevate any concern to that of an 'essential security interest', and the designation of any concern as an essential security interest must be in 'good faith ‘In this context, the panel's ruling in Russia – Traffic in Transit set an important precedent for the present dispute in holding that the measure must be connected and be plausible in relation to the essential security interest articulated by the defending Member. This excess capacity, according to the US, constituted an 'emergency in international relations'. The panel further held that the Section 232 steel and aluminum reports issued by the US Department of Commerce did not identify or address the existence of an 'emergency in international relations'. It was expected that the US Government would tone down its nihilistic rhetoric towards the multilateral trading system and withdraw measures that seemingly violate WTO law. The US is quite likely to appeal the panel report to the Appellate Body, which ironically, the US has driven to the ground.Audio Source: An article published on the LKS website in December 2022Playing on the wrong side – United States' Section 232 measures held inconsistent with WTO law | Lakshmikumaran & Sridharan Attorneys (lakshmisri.com)Author: Jayant Raghu Ram, Partner (LKS)
USITC has finished accepting input and will begin analyzing the info to compile its findings on the economic impact of section 301 & 232 tariffs on US industries. Learn more on today's Two Minutes In Trade.
Miles Free and Carli Kistler-Miller discuss Miles testimony at the USITC on section 232 tariffs and the implications that these issues have on the precision machining industry and PMPA Members. For More Information visit www.pmpa.org/podcasts
The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff “safeguard” regime already in place in Europe. A certain tonnage may be imported from the EU to the United States tariff-free. After the quota fills, additional tons face a 25% tariff. What will this do to steel prices? How about supply? John Mothersole and John Anton discuss the changes this policy shift will have on markets, manufacturers, and metals buyers. John Anton, Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/anton-john John Mothersole, Director of Research, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/mothersole-john
US Trade Representative Katherine Tai says recent trade talks with China intended to bring down heated relationship, and AFBF welcomes agreement to end Section 232 tariff dispute between U.S. and E.U.
This episode is also available as a blog post: http://donnyferguson.com/2021/06/16/the-biden-administration-flirts-with-section-232-it-will-backfire/ --- Send in a voice message: https://anchor.fm/donny-ferguson/message
Congress needs to update section 232 of Trade Act of 1962 and here are a few suggestions. Listen for more info on today's Two Minutes In Trade.
The past week saw a lot of action on various section 232 cases. Listen to today’s Two Minutes in Trade to catch up.
What happened to the section 232 announcement on autos and auto parts? It was due yesterday. The President needs to notify either action or an end to the investigation. Listen why on today's Two Minutes in Trade.
We welcomed Sandhill Strategy, a female-lead corporate consulting firm out of Washington D.C. to chat about navigating the U.S.-China trade talks and rumors through the overall US markets. Co-Founders Katie Bays and Stefanie Miller share their knowledge on how the trade war has effected markets, how the markets are not a great representation of the overall economy, and how politics are driving momentum on a daily basis. We also discuss how to bring mining and precious metals into the mainstream investment thesis more than in past years, how Cannabis looks to perform and how Section 232 is about more than just Uranium. For more information about Katie, Stefanie and Sandhill Strategy, please visit their website at https://www.sandhillstrategy.com/ We'd like to thank our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. More information on Pacific Empire can be found at pemcorp.ca. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. The Association for Mineral Exploration British Columbia. AME advocates for and promotes a healthy business environment for its members working in mineral exploration through advocacy and leadership. AME is proud to support Mining Stock Daily as the organization leads up to January's much-anticipated Roundup Conference taking place in Vancouver, BC January 20th through the 23rd. More information about AME and the Roundup Conference can be found online at amebc.ca. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)
Interview with Dev Randhawa, CEO of Fission Uranium (TSX:FCU)We discuss these topics and more:Update on the Company and Studies being carried outUR-Energy and Energy Fuels - Section 232 has backfired Lobbyists & East vs West GeopoliticsMoney, Company Financials and the Future of FissionCompany page: https://www.fissionuranium.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and LinkedIn:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor
Interview with Brandon Munro, CEO of Bannerman Resources the Namibian Uranium explorer. He joins us to talk us through his recent article about the implication of Section 232. And also tells us how the WNA Fuel Report is put together and why he thinks this year is a better format that the last edition."More than 60% of newly-mined Uranium around the world now comes from state-owned enterprises that unfriendly nations control. The once robust American Uranium mining industry is disappearing because of a flood of state-subsidised imports has made that competition impossible." UR Energy & Energy Fuels.If you are reviewing Uranium strategies and wonder if you should invest in Uranium, the 5 points made by Brandon Munro are worth understanding. He gives an in-depth explanation in this interview. Here are the 5 points:1. Likely Outcomes. There ain't none - It's all up in the air and it's a big geopolitical topic 2. Investors must have a balanced perspective - commercial realities and natural bias come to play.3. There are several plausible scenarios, not just quotas - domestic quotas, Quota with allies, Tariffs, No Trade Action, Department of Defence Procurement, Quota for US-controlled Uranium. Or all of the above.4. All outcomes lead to a strengthening of the Uranium market - but pick wisely, because mining is still mining, even when it is Uranium5. The enduring legacy of Section 232 petition - Geopolitics has come under the spot light and whatever the short-term gain in the Uranium industry the implications of which sides countries picked with linger.Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and LinkedIn:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor
Happy Fourth of July! I hope you’re relaxing and having a cold one with family and friends. Amir Adnani, CEO of Uranium Energy and chairman of GoldMining, joins me today to talk uranium and [13:41]. You may be aware that President Trump will make his decision on by July 15. This is a major petition that could force utility companies to buy uranium from U.S.-based producers… And Amir gives his prediction on what Trump will do. Next… the yellow metal has been on a tear, breaking through the $1,400 level for the first time in six years. Amir breaks down the gold markets… where gold is going… and how he’s positioning GoldMining to be one of the biggest beneficiaries. On a final note… I recently flew back to Florida from New York and, well, it didn’t go as planned… Get ready for a classic rant. -------------------------------- Editor’s note: With the crypto market on a tear, we’ve had a crazy amount of renewed interest in our Curzio Equity Owners (CEO) token. It gives accredited investors a stake in our fast-growing business… and it’s one of the few ways to gain exposure to the multibillion-dollar financial publishing industry. If you’re interested, don’t wait—the offering closes July 15. . -------------------------------- Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ -------------------------------- Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
As the Section 232 uranium decision deadline looms… Jeff Klenda, CEO of Ur-Energy, returns to the podcast to give his take on how it'll all play out—and why. As usual, Jeff tells it like he sees it… and doesn't hold anything back. You really don't want to miss this interview [13:48]. ---------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
I've got a special treat for you this Valentine's Day… In the uranium and nuclear power world, all eyes are on the outcome of Section 232. The recommendation to the president by the U.S. Department of Commerce is expected by mid-April… and could have broad implications for the industry. Today I'm talking with Jeff Klenda, CEO of UR-Energy—one of the two petitioning uranium mining companies. Jeff is his usual refreshing and unfiltered self as he shares an insider's overview and perspective of 232.
This month, the S&P Global Platts Metals Meltdown series focuses on recent market developments in the Mexican rebar market and takes a look at what topics will become important in 2019. In this episode, Platts analyzes international factors on the Mexican steel market such as the US tariffs on...
Following a bi-partisan congressional letter, the Government Accountability Office agreed to review Commerce Department's process of granting exclusion from the Section 232 aluminum and steel tariffs. Listen in for more detail.
7/30/2018 - Media often speaks of trade as if it is partitioned off from the rest of US interests including many major areas like national security, human rights and climate. Of course, these things (and many, many more) are all deeply intertwined. Sadly, that is a level of complexity which is well beyond the capacity of Trump. In this show Arliss talks not about the specific daily news around trade but about the legal underpinnings and, in particular, how the work of the Trump administration to break down the rule of law is threatening to US national security. Will's deep dive this week is on how large media organizations, in this case the BBC, are abusing fair use to get small media sites pulled down from YouTube. This is made more insidious by the fact that the appeal process on YouTube is handled by AI and not actual humans so organizations like Wings Over Scotland simply go "poof". Will mentioned Phantom Power, a Scottish new media group that makes documentary films about Scottish politics, and their short film Altered State, as well as the fact that Murray Foote, the man behind The Vow, a promise to Scotland discussed in the film, has now become a supporter of Scottish Independence. At the top of the show Arliss comments on the Democrats new slogan: For the People. She also gives a very brief update on recovery from the 2017 California fires in light of the new and massive blazes burning. Will brings some good news about community response to a hate crime in Toledo. Will is out of the country next week but we should be back on the 13th of August. Many Carrots! - Arliss
In March, as President Trump imposed tariffs on steel and aluminum imports, he said that “trade wars are good and easy to win.” Following the president’s tariffs, Canada, Mexico, the EU, and other allies retaliated against the U.S., primarily targeting agricultural exports. The trade war is already threatening the livelihoods of thousands of factory workers, farmers, and ranchers. And that threat is growing and spreading daily.Join us for a discussion on the real impacts of the tariffs, and what the retaliation means for Americans. See acast.com/privacy for privacy and opt-out information.
Tariffs continue to dominate the steel markets with US prices at multi-year highs and international traders finding it increasingly difficult to do business in Europe. Back once again, the renegade steel bros, Peter Brennan and Christopher Davis, round off another eventful month in the steel...
President Donald Trump has extended the exemption for steel and aluminum tariffs until June 1, increasing uncertainty around the extent of the eventual measures. Meanwhile, Chinese steel prices firmed in April despite official production figures continuing to defy the much vaunted capacity cuts....
International steel buyers are increasingly nervous about the weakness in Asian prices and trade-distorting tariffs. Rising inventories, softening demand and high production figures are combining to lower prices in China, while negotiations for exemptions from tariffs in the US are well under way....
After months of discussion, US President Donald Trump signed off on sweeping global metals tariffs -- 25% on steel and 10% on aluminum -- that exclude its Nafta neighbors to the north and south. All other countries will have to seek case-by-case exemptions from the White House, though, and trade...
Alex Griffiths and Renate Featherstone, from the Wood Mackenzie steel markets team, discuss the global response to the US Department of Commerce’s results on the investigations carried out under section 232 into the impact on national security from imports of steel.
Higher global steel output -- despite winter cuts in China -- does not seem to be dampening pricing or demand. And in the US, imports are up, but so are steel prices. Will the bull run continue even if President Trump opts for far-reaching tariffs or quotas under Section 232? Will he and his...
The mood of C-level executives attending the World Steel Association's annual meeting in Brussels was more upbeat than in years past, as mill margins and finished steel prices remain elevated. But the extent of China's phased out induction furnace capacity surprised many when worldsteel released...
Recent Platts spot billet upcharges are being driven higher by strong extrusion demand and a handful of supply issues, which may continue into next year. Karen McBeth, director of metals pricing and market engagement, speaks with Sarah Baltic Hilliard, Americas aluminum products pricing specialist,...
The global steel market awaits safeguard measures on US steel imports with bated breath, but the nervousness surrounding potential further disruption to steel trade belies a recovery in the Chinese steel market. The Metals Meltdown trio of Peter Brennan, Christopher Davis and Sebastian Lewis...
The recent US launch of a Section 232 investigation regarding steel imports and national security has changed the tenor of steel trade litigation. Metals Meltdown’s Christopher Davis and Peter Brennan discuss how this move could be the start of a new story in steel – and how it could...