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Supplier Management · Source: Supply Chain Dive

AAM Urges Policymakers to Keep Trade Enforcement After Midterms

The Alliance for American Manufacturing warns that rolling back tariffs would harm domestic aluminum, steel, glass, and solar production. Public polls show majority support for repeal, but industry advocates point to recent investment and earnings gains tied to enforcement.

AAM Urges Policymakers to Keep Trade Enforcement After Midterms

Key takeaways

  • The Alliance for American Manufacturing published How Trade Enforcement Strengthens American Manufacturing on Tuesday, targeting incoming policymakers after the midterms.
  • Scott Paul said reversing enforcement merely because the current administration advanced it would be a serious mistake.
  • The report ties trade remedies to gains in aluminum, steel, glass, and solar, and cites China for nearly 60% of U.S. manufacturing jobs lost from 2001 to 2019.
  • A Reuters/Ipsos poll found 62% of Americans supported repealing Trump’s tariffs, while steel producers such as U.S. Steel and Cleveland-Cliffs reported record earnings linked to higher prices.
  • Section 232 steel and aluminum tariffs persisted under the Biden administration with changes, then were renewed and expanded.

Manufacturing advocates are pressing Congress and the next wave of elected officials to keep trade enforcement in place after last week’s midterm elections, according to reporting from Supply Chain Dive.

Report frames enforcement as industrial recovery tool

The Alliance for American Manufacturing released How Trade Enforcement Strengthens American Manufacturing on Tuesday. The document is aimed at newcomers to federal policy and walks through U.S. trade remedies and how they are applied to protect domestic output and employment.

President Scott Paul of the alliance said policymakers might be tempted to unwind measures tied to the current White House simply because of who advanced them. In the report, he called that a serious mistake.

Case studies in the publication describe trade enforcement as supportive for domestic aluminum, steel, glass, and solar infrastructure after years of import surges, global overcapacity, and state-backed industrial policy abroad. The group argues the United States often left enforcement tools unused while factories lost output, jobs, and capability.

Polling vs. industry narrative

Public sentiment runs the other way in recent surveys. A Reuters/Ipsos poll released Tuesday found 62% of Americans favored repealing President Donald Trump’s tariffs; 21% approved of his handling of the cost of living. The poll covered 1,705 U.S. adults nationwide over four days after the elections.

A Council on Foreign Relations poll from August showed 61% of Democrats said the president should not impose tariffs without Congress, versus 21% of Republicans.

Carolina Ferrerosa Young, vice president at Wessell Group and the report’s author, said at a virtual press briefing that tariffs have become polarized in the electorate because of the president’s stance. Campaigning on the issue, she added, is different from governing with a clear view of impacts on local communities and working families. Young previously served as chief economic advisor to Vice President Kamala Harris.

China, steel earnings, and political durability

The alliance report states that China and other partners have used subsidies, dumping, and market manipulation for decades. It attributes nearly 60% of U.S. manufacturing jobs lost between 2001 and 2019 to China, in a period when enforcement authorities were underused.

Over roughly the past two years, firms have announced trillions of dollars in U.S. manufacturing and R&D commitments. The steel sector has drawn attention: U.S. Steel and Cleveland-Cliffs reported record earnings driven in part by tariff-supported pricing.

Paul expects lasting opposition to steel and aluminum duties but said the debate has grown more bipartisan and nuanced since election day. Section 232 tariffs from the first Trump term remained under the Biden administration with modifications, then were renewed and expanded, evidence, in his view, of political durability. He said he hopes Democrats will weigh those facts when addressing overcapacity and unfair trade.

Supply Chain Dive also noted that more OEMs are planning reshoring investments despite tariff and cost uncertainty, a theme covered by Manufacturing Dive.

  • #tariffs
  • #trade-enforcement
  • #manufacturing
  • #steel
  • #midterm-elections

Original source: Supply Chain Dive

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