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ILA strike and the impact on trade: a look at East and Gulf Coast ports
With the 1 October deadline approaching and no sign of dialogue between the parties, the prospect of an International Longshoremen's Association (ILA) strike at US East and Gulf Coast ports is becoming more and more concrete. The main points of friction concern wage...
The Biden administration’s investigation into the import of enriched uranium from China: a ploy to circumvent the ban on Russian imports?
President Joe Biden's administration has launched an investigation into a sharp increase in imports of enriched uranium from China to the United States that began in late 2023. This increase worries Washington, as it could be an attempt by Moscow to circumvent the US...
China and the Steel and Iron Ore Paradox: Disconnection between Production and Imports
China's steel and iron ore sector, long a pillar of the global economy, is facing a moment of apparent disconnect. While steel production shows signs of weakness, imports of iron ore - the main raw material for steel production - remain surprisingly stable. This...
Aluminium Market in Europe: Stability or Decline?
In the European aluminium market, the situation seems to oscillate between uncertainty and stability. Despite expectations of a possible decline in aluminium billet premiums, the week to 16 September saw a surprising resilience of prices. In particular, the industry...