White House Confirms Trump Tariff Policy on Steel and Aluminum Remains Unchanged
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
White House officials said there will not be any alterations to President Donald Trump's sweeping tariffs on steel and aluminum and thousands of other products made from such metals unless the president himself announces any changes, Reuters' David Lawder reports. A Trump administration official, in response to reporting that said the U.S. was planning to scale back tariffs on some steel and aluminum goods with certain exemptions, said that Trump "will never compromise on reinvigorating the domestic manufacturing that is critical to our national and economic security, especially steel and aluminum production," the author says. The official added that the White House was implementing "a nimble and nuanced tariff agenda" to increase U.S. output in the steel, aluminum and other manufacturing industries, the author notes. Publicly traded companies in the steel space include ArcelorMittal (MT), Cleveland-Cliffs (CLF), Nucor (NUE), Steel Dynamics (STLD) and U.S. Steel (X). Publicly traded companies in the aluminum space include Alcoa (AA), Kaiser Aluminum (KALU), and Century Aluminum (CENX).
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Analyst Views on AA
Wall Street analysts forecast AA stock price to fall
8 Analyst Rating
2 Buy
4 Hold
2 Sell
Hold
Current: 62.080
Low
38.00
Averages
57.63
High
78.00
Current: 62.080
Low
38.00
Averages
57.63
High
78.00
About AA
Alcoa Corporation is a vertically integrated aluminum company comprised of bauxite mining, alumina refining, aluminum production (smelting and casting), and energy generation. The Company’s operations are comprised of two business segments: Alumina and Aluminum. The Alumina segment primarily consists of its bauxite mines and alumina refineries, which generally include the mining of bauxite and other aluminous ores, as well as the refining, production, and sale of smelter grade and non-metallurgical alumina. The alumina produced by this segment is sold to internal and external aluminum smelter customers; a portion of the alumina is sold to external customers who process it into industrial chemical products. The Aluminum segment consists of the Company’s aluminum smelting and casting operations along with the Company’s energy production assets in Brazil, Canada, and the United States. It has direct and indirect ownership of 26 operating locations across nine countries on six continents.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Geopolitical Risks: The U.S.-Israel conflict with Iran raises fears of disruptions in the critical Strait of Hormuz supply route, with Citi analysts noting that shipping disruptions could increase regional aluminum premiums even without immediate production halts.
- Middle Eastern Supply: The region accounts for approximately 9% of global primary aluminum output, with major suppliers including the UAE, Saudi Arabia, Qatar, Bahrain, Iran, and Oman, indicating that any potential disruptions to bauxite or alumina flows present a
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Performance Highlight: The ETF experienced a significant recovery, achieving a remarkable 141% increase during a 27-of-28-week winning streak since last April.
See More
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- Dividend Yield: The forward yield of this dividend stands at 0.63%, reflecting the company's dedication to shareholder returns while providing investors with a relatively stable cash flow amidst market fluctuations.
- Dividend Payment Timeline: The dividend is payable on March 26, with a record date of March 10 and an ex-dividend date also set for March 10, ensuring shareholders receive their earnings promptly and bolstering investor confidence.
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See More
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- Volume Spike: The trading volume reached 51 million shares, approximately 76% above the three-month average of 29 million shares, indicating increased market interest in UiPath and potentially signaling investor confidence in its future performance.
- Improved Financials: Earlier this year, UiPath reported its first GAAP-profitable quarter with a 16% revenue increase to $411 million, showcasing progress in cost control and stabilization in enterprise spending, which bolstered investor confidence.
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- Profitability and Revenue Growth: Earlier this year, UiPath reported its first GAAP-profitable quarter with a 16% revenue increase to $411 million, demonstrating successful cost discipline and stabilization in enterprise spending, thereby enhancing its competitive position in the market.
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- Industry Leadership: As a global leader in bauxite, alumina, and aluminum products, Alcoa is dedicated to driving sustainability and enhancing market competitiveness through innovation and operational excellence.
- Values-Driven Approach: Alcoa's core values of integrity, operational excellence, care for people, and courageous leadership aim to turn raw potential into real progress, fostering long-term industry growth.
- Information Dissemination: Alcoa intends to communicate company developments and financial performance through its website, press releases, SEC filings, conference calls, and media broadcasts, ensuring transparency and timely updates.
See More
