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Old 03-01-2018, 03:47 PM   #21
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OK, maybe just one...

A woman hears from her doctor that she has only half a year to live. The doctor advises her to marry an economist and to live in South Dakota. The woman asks, "will this cure my illness"? Answer of the doctor: "No, but the half year will seem pretty long".
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Old 03-01-2018, 04:10 PM   #22
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Done deal. 25% Steel, 10% Aluminum. Applies to all markets.
My understanding is that it isn't a done deal, because the details haven't been worked out yet. What we have is an announcement of an intention. No exceptions were announced, but that doesn't mean that there won't be any.

When the steel tariffs were put in place in 2002 Canada and Mexico were exempt because of the provisions of NAFTA.
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Old 03-01-2018, 04:10 PM   #23
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I have a degree in Economics. And tariffs on something like this will result in retaliation. The end result is that it leads to a decreased standard of living as it increases the cost of goods and allows for inefficiencies to perpetuate in the market. We have already been penalizing dumping (which I'm all for). But tariffs generally don't work out well for anyone; especially the consumer. It's really a tax on the consumer as companies pass costs on to the consumer.
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Old 03-01-2018, 04:13 PM   #24
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Done deal. 25% Steel, 10% Aluminum. Applies to all markets. Lets not forget the chassis of the Airstream trailer is made of Steel. Alcoa also makes the Wheels for the Interstate and other manufacturers the wheels for the trailers. Its a metal intensive product. I expect raw material prices to rise at least 10% for trailers, so will that get passed on? The consensus here seems to be yes, and then some. I tend to agree that this will help resale values. I expect there will already be a good inflationary rise (3% or so) to trailer prices, and it might even offset the loss of the tax deduction for some.
Ah...not a done deal. Not signed yet. Some think today's announcement was a trial balloon. Remember the border tax?
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Old 03-01-2018, 04:14 PM   #25
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Watch China cancel Boeing orders and go to Airbus as well as building their own planes in their new factory in Tianjin. China already is selling 2 models of Buicks here along with the newest big Volvo, What is the end came with Washington other than we all pay more and Boeing does big layoffs?
I lived in China. They need a lot of planes and neither Boeing nor Airbus can handle their needs alone. Also, China's plane manufacturing is new. I bet there is no impact on Boeing in China.
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Old 03-01-2018, 04:15 PM   #26
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Have you ever seen the price of Airstreams not go up year to year? It will go up. And since we're all buying a very high end product, it won't matter much.
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Old 03-01-2018, 04:40 PM   #27
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Oh no. Up goes the 6 pack!

Exactly. The most immediate affect on my pocketbook is beer prices. Maybe we could all get together and work something out with the manufacturers if we promise to recycle our cans.

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Old 03-01-2018, 05:08 PM   #28
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Exactly. The most immediate affect on my pocketbook is beer prices. Maybe we could all get together and work something out with the manufacturers if we promise to recycle our cans.

Jim
A growler (or better yet, a selection of growlers) would solve that problem for you
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Old 03-01-2018, 05:19 PM   #29
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Tariffs can help prevent dumping, and can be a strategic carrot on a stick in negotiations.

An example of the positive outcome is we saved Harley Davidson with tariffs.

“Sometimes, tariffs can benefit an economy by ensuring its businesses have an even playing field. For example, some tariffs are implemented as part of anti-dumping laws, as a reaction when a company based overseas sells products below its costs or below what it sells them for less than it does at home, in an effort to eliminate rivals and build its position in the market in order to charge higher prices later. Others are meant to protect when the competition isn’t equal. If one country subsidizes its auto industry and another does not, a tariff can keep that discrepancy from unfairly impacting a domestic industry.“
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Old 03-01-2018, 05:20 PM   #30
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A growler (or better yet, a selection of growlers) would solve that problem for you
Yep, yep, yep. When you're right, you're right. I should switch over to glass exclusively. I don't want to be the cause of the world economy grinding to a halt just because of my personal proclivities.

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Old 03-01-2018, 05:29 PM   #31
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US aluminum production has been tanking for quite some time now.

Alcoa (AA) was the world’s number two aluminum producer in 2007, in 2015, Fourth.

The US has two active smelters, while 55% of US aluminum demand is met with imports.

Do the math!
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Old 03-02-2018, 06:14 AM   #32
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Just an aside
The US has a 2 billion trade surplus in steel with Canada
Betcha there will be some retaliation
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Old 03-02-2018, 10:57 AM   #33
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Aluminum

As far as aircraft, Boeing is using a lot more of composites now. The B787 Dreamliner, etc.. Maybe it's time for the US to start manufacturing more and not depend on other countries.
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Old 03-02-2018, 12:10 PM   #34
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Back in my Air Farce daZe, F15's use a titanium alloy.
Very light, ultra strong, very expensive and highly flammable!
I watched one burn on the flightline, WHOA!

Probably not a practical replacement for a Airstream skin unless you are planning on doing Mach 2
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Old 03-02-2018, 12:42 PM   #35
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https://www.prnewswire.com/news-rele...300075549.html
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Old 03-08-2018, 03:38 PM   #36
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Done Deal? Maybe, maybe not. So if the NAFTA talks go south, then I guess all bets are off on supplies from two of the top 5 countries that import aluminum. Understand Thor bought a foundry that makes extruded parts, but that would not include the wheels or skin(s) (inner and outer) of AS trailers. I believe those are still all AA. Thoughts?
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Old 07-29-2018, 07:04 AM   #37
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Coca-Cola just raised prices of coke in cans citing rising cost of aluminum.
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Old 07-29-2018, 07:54 AM   #38
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Coca-Cola just raised prices of coke in cans citing rising cost of aluminum.
OH NO, Beer will be next
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Old 07-29-2018, 08:05 AM   #39
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I doubt the cost of aluminum is more than 2% of the total cost of an Airstream. The big danger is companies saying, "Tariffs" when in fact it's an excuse to jack up the price.
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Old 07-29-2018, 08:29 AM   #40
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OH NO, Beer will be next
Insightful observation WayneG.

Jack up the price of my Airstream. Meh.

Jack up the price of my beer. There will be riots in the streets.
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