Malaysia: Political Risks Are Higher Than You Think

Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand

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David Riedel

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Thematic (Sector/Industry)

Colombia Industrials / Thematic (Sector/Industry)

<ul>
<li>The announcement of US tariffs of 25% on Steel and 10% on Aluminum imports into the US has caught numerous allies in the crossfire.</li>
<li>Mexico and Canada are specifically excluded from the tariffs for now and Australia has been discussed as potentially being spared.</li>
<li>The US is a major consumer of steel and also the 4th largest producer in the world.</li>
<li>The global market for aluminum is diverse and growing. The US accounted for only 5.3% of global demand in 2015.</li>
<li>Major US allies to be hurt by these tariffs…</li>
</ul>


The announcement of US tariffs of 25% on Steel and 10% on Aluminum imports into the US has caught numerous allies in the crossfire.
Mexico and Canada are specifically excluded from the tariffs for now and Australia has been discussed as potentially being spared.
The US is a major consumer of steel and also the 4th largest producer in the world.
The global market for aluminum is diverse and growing. The US accounted for only 5.3% of global demand in 2015.
Major US allies to be hurt by these tariffs…


Trump Trade War Catches Many US Allies and Emerging Markets in the Crossfire