Today’s Section 232 proclamation secures that foundation, and the entire structure is built to reward one thing: manufacturing in America. Companies investing in U.S. polysilicon, wafer, and cell production are the clear winners, and companies that continue to rely on imports will be at a disadvantage.
Findings show that U.S. tariff policy leaves the aluminum industry’s largest employment base exposed, even as primary aluminum tariff costs are passed on to extruders and fabricators.
U.S. aluminum tariff policy must consider the full aluminum value chain. Downstream extruders and fabricators account for most aluminum manufacturing employment and are the key producers converting metal into critical products used in construction, transportation, machinery, electrical systems, packaging, defense, and other industrial markets.
New CPA report finds America’s food security depends on fertilizer, and that foreign supply shocks—not U.S. trade remedies—are driving this year’s fertilizer crisis.
Fertilizer, and access to it, is essential in maintaining the strength of the entire American agricultural sector. Mineral fertilizers are responsible for over half the food produced worldwide, and it has run up to 44 percent of corn operating costs and up to 45 percent of wheat operating costs since 2020. When fertilizer prices spike, they hit the crops that feed the country — and the livestock fed off those crops.
The 2026 Jones Act waiver has not been shown to meet its legal test, opened America’s coastwise trade to Chinese- and Russian-linked ships, and produced no demonstrated national fuel-price relief. It should expire on August 16.
For the first time on record, the United States makes barely a quarter of the medicine it needs.
President Trump’s revision to the steel tariff in 2025 was meant to fix the tariff inversion problem – situations where we tariff steel imports, but not things made of steel. Putting a tariff on metal can imports, but not metal cans filled with food, is a perfect example of mindless tariff inversion driving offshoring. This precise problem was solved and settled in 1930, and Commerce and USTR can fix it at any time with existing authority.
For years, the most critical link in our drug supply chain — the upstream chemistry — has been invisible to our own regulators. A medicine finished in Europe is not necessarily a European medicine, and this rule finally begins to expose that fiction.
Last week, the White House declared an emergency under Section 318 of the Tariff Act of 1930 and suspended, for eight months, the collection of anti-dumping and countervailing duties on phosphate fertilizer from the Kingdom of Morocco.
