America
US tariffs on steel and aluminum set to impact $150 billion market

The 25% tariff on steel and aluminum products imposed by US President Donald Trump’s administration on Wednesday is expected to create upward pressure on prices for approximately $150 billion worth of imports, negatively impacting the profits of American automakers and other companies.
The US imports about one-fifth of the steel it consumes. More than 20% of this import by weight comes from Canada, followed by Brazil at 16%, and the European Union at 7%, with Japan ranking seventh at 4%. Canada is also the largest supplier of aluminum to the US.
Because the direct cost of tariffs falls on importers, this will mean higher costs, especially for manufacturers in the US auto industry.
US-based Wolfe Research anticipates the 25% tariff will drive the price of steel products up by as much as 16% above the 2024 average. Aluminum prices, which are already trending upward, are expected to nearly double.
Nomura Securities research analyst Anindya Das estimates the impact on automakers’ fiscal 2025 operating profits from a 10% increase in steel and aluminum prices compared to the 2024 average. According to this analysis, American players Ford Motor and General Motors will face a hit of approximately 3% to 4% if they cannot pass on their costs through higher prices.
Toyota Motor will experience a smaller decline of 0.5%, while the impact on Subaru, which conducts a large portion of its production in North America, will be around 2%.
Some parts manufacturers affiliated with Toyota bring steel from Japan for use in their US production facilities, and there have been calls for the company to cover the higher costs resulting from the tariffs.
A Toyota executive stated, “Tariffs are a factor outside their control, so we will respond appropriately.”
Japan has pushed to be exempted from the tariffs. “Steel and aluminum products from Japan do not harm the national security of the US,” Cabinet Chief Secretary Yoshimasa Hayashi told reporters on Wednesday. “On the contrary, high-quality Japanese products are difficult to substitute and are necessary to make the US manufacturing sector more competitive, and greatly contribute to US industry and employment,” he added.
According to EU-based Global Trade Alert, the tariffs announced by the Trump administration last month cover a total of 289 categories, excluding overlaps between the steel and aluminum lists. These items, which also include kitchen and sporting goods, accounted for approximately 4.5% of the US total last year, with $151 billion in imports.
China was the largest importer at $35 billion, followed by Mexico at $30.6 billion, the EU at $20.3 billion, and Canada at $17.1 billion. Japan ranked seventh at $7 billion. When EU members were counted as separate countries instead of a single bloc, 27 economies had exposures exceeding $500 million.
To avoid tariffs, steel and aluminum exports previously destined for the US may be sold in other markets instead. Jakob Stausholm, CEO of Anglo-Australian iron ore miner Rio Tinto, said last month that selling aluminum in other markets such as Europe was an option.
Tadashi Imai, chairman of the Japan Iron and Steel Federation and president of Nippon Steel, recently stated that the biggest concern is that the tariffs “contribute to the market collapse caused by China’s excessive exports.”
With China’s economy declining, steelmakers are selling products at low prices elsewhere that cannot be absorbed by the domestic market. If they face higher barriers in the US, these goods could flow to other countries.
The US is also the world’s largest exporter of scrap iron and steel, and rising scrap prices leaving the country are likely to reverberate in the global market.
A representative from Japanese aluminum manufacturer UACJ said, “The short-term impact will be small, but it could be larger in the long term.”
Although the company generally produces products for the US domestically, it imports some products with special requirements from Japan in small quantities. According to UACJ, starting alternative production in the US could take three to four years.
Other companies are turning to completely different materials. Coca-Cola stated last month that it would switch some packaging from aluminum to plastic if the tariffs came into effect.
America
Pentagon divided over military priorities in Asia and the Middle East

Senior Pentagon officials are reportedly divided over the extent of military support for Israel versus engagement in Asia, a split that could influence the direction of foreign policy in a potential second term for Donald Trump.
Ben Smith, founder of the news site Semafor, explored this issue in a recent special report. According to Smith, General Michael “Erik” Kurilla, the commander of US Central Command (CENTCOM), is advocating for more resources to defend Israel as retaliatory actions from Iran increase.
In contrast, Elbridge Colby, the Under Secretary of Defense for Policy and a proponent of the US military focusing on China and the Indo-Pacific, opposes the diversion of American military assets from Asia to the Middle East.
An Iran war embodies the primary tension for Colby and his allies: the US has long sought to implement its “pivot to Asia,” a strategy first announced by Barack Obama in 2011. However, practical demands and political pressures consistently redirect American military involvement back to the Middle East.
Shifting priorities within the Pentagon
According to Smith, Colby’s opposition stems from concerns that deployments, such as the transfer of a Patriot missile battery from South Korea to the Middle East in April, could compromise US readiness for future conflicts with China or the Democratic People’s Republic of Korea.
Despite providing military aid to Israel, Trump has occasionally shown frustration with open coordination and allegedly dismissed his National Security Advisor, Mike Waltz, due to his close ties with Israeli Prime Minister Benjamin Netanyahu.
Trump’s potential appointment of Colby to a Department of Defense position has raised concerns among pro-Israel hawks, who might interpret it as a sign of diminishing US support.
Although Waltz’s dismissal and Trump’s allowance for an “independent” Israeli strike on Iran suggest a more non-interventionist approach, Colby’s influence appears to be waning.
CENTCOM chief Kurilla gains strength
Secretary of Defense Pete Hegseth reportedly dismissed several of Colby’s allies in April and has cultivated a closer relationship with Kurilla.
Eli Lake of The Free Press reported that the new Deputy Assistant Secretary of Defense for the Middle East, Michael Dimino, who is from the “restrainer” camp, has set off alarm bells among Trump supporters who believe engagement in the region is vital.
Referring to Dimino’s views, one Trump ally joked, “The guy who is going to be his deputy in charge of Middle East policy thinks the US shouldn’t be in the Middle East. Somebody call Elon at DOGE.”
Earlier this month, Al-Monitor reported that Kurilla had requested the deployment of a second aircraft carrier strike group to the region. While the Pentagon has not confirmed this deployment, the US has begun sending warships and aircraft to the area. The planned visit of the USS Nimitz to Vietnam was abruptly canceled due to “urgent operational requirements.”
The future of American policy
A key force behind the “restrainer” ideology is Defense Priorities, a think tank funded by Charles Koch’s Stand Together philanthropy group.
The organization recently published a carefully worded paper arguing for reducing Israel’s reliance on US military guarantees: “A more secure, diplomatically connected Israel would rely less on American military backing and more on regional partnerships to secure its future.”
Colby and the Pentagon press office did not respond to media inquiries, but internal dynamics suggest that those who favor traditional US intervention in the Middle East are gaining an advantage.
According to Smith, as Trump attempts to balance his “America First” policy with regional alliances, the outcome of this internal debate will determine the trajectory of US-Israel relations during a period of regional instability.
Elbridge Colby’s fixation on China
One claim in the report suggests that Colby is so focused on Asia that he “clashes with anyone doing anything else in foreign policy, including loyal Trump supporters.”
After Smith’s report was published, chief Pentagon spokesperson Sean Parnell stated in an email that reports of any internal division were inaccurate and that Colby was “fully aligned with the leadership team and moving in lockstep.”
In an interview with POLITICO last July, Colby emphasized his personal view that defending Eastern NATO requires allocating forces in a way that does not diminish the US’s ability to defend Taiwan.
Colby also identified “key capabilities” such as long-range fire, logistics, command and control (known as C4ISR), and air defense as areas where the US should focus on Asia, not Europe.
Having previously argued that US commitments to Ukraine were excessive, Colby has consistently underlined that the most tangible economic and military challenge to his country and its interests comes from China.
The strategist, who noted that he views Ukraine through a “China lens,” clarified that he was not calling for an immediate halt to all aid to Kyiv. He argued that while Russia’s actions are “evil,” the assistance provided by the US does not align with the tangible interests of Americans.
When asked what he would advise the US President to do now, Colby responded: “I would say, ‘I don’t want to talk about Ukraine right now. We are going to talk about Taiwan, China, and Asia first, and after we have addressed that problem satisfactorily, then we will spend time, political capital, and resources on Ukraine.'”
Last month, the Financial Times (FT) reported that Colby had told British officials a Trump administration would expect the British military to increase its focus on the Euro-Atlantic region.
America
Israel’s nuclear arsenal used as a tool of blackmail, says expert

John Steinbach of the Hiroshima Nagasaki Peace Committee detailed the hidden aspects of Israel’s secret nuclear program during a panel hosted by the Schiller Institute. Steinbach asserted that Israel’s nuclear arsenal is not merely a defensive tool but a mechanism of blackmail, primarily used to coerce other nations, particularly the US, into adopting its preferred policies.
John Steinbach of the Hiroshima Nagasaki Peace Committee of the National Capital Area detailed the history and current status of Israel’s clandestine nuclear weapons program at an online panel organized by the Schiller Institute titled True Citizens of Every Nation Demand Peace.
Steinbach emphasized that Israel’s nuclear arsenal extends beyond the “Samson Option”—a doctrine aimed at global destruction if Israel’s existence is threatened. He described it as an active tool of blackmail used to compel other nations, particularly the US, to act in line with Israeli interests.
Steinbach stated that Israel currently possesses between 100 and 500 advanced thermonuclear and neutron bombs. He also noted that Israel has a sophisticated delivery system, including Jericho 1, 2, and 3 ballistic missiles capable of reaching the US east coast and beyond Moscow, as well as at least six nuclear-capable Dolphin-class submarines supplied by Germany.
‘The real goal is to coerce the US’
Citing author Israel Shahak, Steinbach explained that the primary goal of Israel’s nuclear program is to “freeze the status quo in Israel’s favor,” a policy specifically targeting the US.
Steinbach quoted Francis Perrin, the former director of France’s nuclear program, who said, “We thought the Israeli program was aimed at making the Americans do what they wanted.”
Steinbach noted that this coercive policy was first blatantly applied during the 1973 war. “The Israelis threatened to use nuclear weapons unless the US carried out a massive airlift,” he said. “Kissinger and Nixon reluctantly complied, the airlift took place, and the world was put on nuclear alert.”
Nuclear program origins and French collaboration
Steinbach explained that the foundations of Israel’s nuclear program were laid by David Ben-Gurion with the vision that the Holocaust should never be repeated. A young deputy minister, Shimon Peres, was appointed to lead the program, with Ernst Bergmann serving as its scientific head.
The program gained significant momentum in the mid-1950s with a research reactor acquired from the US, and Steinbach highlighted the collaboration with France that began during the same period.
“Israel was a full partner in the French program. We must understand that the Algerian tests in the 1950s and early ’60s were actually joint Israeli-French tests,” Steinbach assessed. He added that France also assisted in the construction of the Dimona reactor, knowing it was a plutonium production facility despite being publicly presented as a civilian research reactor.
The mock facility that deceived Kennedy
Steinbach mentioned that US Presidents Eisenhower and Kennedy were strongly opposed to Israel acquiring nuclear weapons and were highly suspicious of the program. He described the deception Israel employed when Kennedy demanded an inspection:
“Israel took extreme measures. When the inspectors arrived, everything they saw was a complete sham. They were never shown the real parts of the Dimona complex; they were shown a mock-up. The inspectors went back and reported that the facility was for civilian purposes.”
Steinbach added that Kennedy was determined to stop the program but was assassinated shortly thereafter.
US presidents ignore intelligence reports on Iran, says ex-CIA analyst
Vanunu’s revelations changed the game
Steinbach emphasized that while Israel pursued a policy of “nuclear ambiguity” for years, everything changed when Mordecai Vanunu, a technician at Dimona, leaked photographs and documents to the Sunday London Times. The conclusions reached by Manhattan Project bomb designers Frank Barnaby and Ted Taylor, who reviewed the documents, were shocking.
“They estimated at the time that Israel possessed nearly 200 nuclear weapons,” Steinbach said. “More importantly, they determined that Israel had not only atomic bombs but also hydrogen bombs and miniaturized nuclear weapons that could be easily paired with warheads. This was a massive failure for the intelligence community.”
Steinbach also mentioned that joint nuclear tests were conducted with South Africa, that most of the uranium for the program was sourced from South Africa, that yellowcake uranium was supplied by Germany, and that there is strong evidence of enriched uranium being smuggled from the Numec facility in Pennsylvania, US.
‘IAEA has become a nest of spies’
In his concluding remarks, Steinbach sharply criticized the International Atomic Energy Agency (IAEA), arguing that the organization has been “hollowed out and become a nest of spies.”
“This situation has fatally undermined the credibility of the IAEA, the Treaty on the Non-Proliferation of Nuclear Weapons (NPT), and the United Nations,” he stated.
Steinbach claimed that Egyptian diplomat Mohamed ElBaradei was an honest IAEA director, but the US deliberately had him removed, transforming the agency into its current state.
America
US presidents ignore intelligence reports on Iran, says ex-CIA analyst

Former CIA analyst Ray McGovern has claimed that the assassination of John F. Kennedy was linked to the president’s opposition to Israel’s nuclear program. McGovern stated that a key figure of the era, James Angleton, spied for Israel to conceal the program and that US intelligence reports confirming “Iran is not developing nuclear weapons” have been ignored by the president.
Speaking at an online panel organized by the Schiller Institute, former CIA analyst Ray McGovern asserted that the assassination of former US President John F. Kennedy was directly connected to his opposition to Israel’s nuclear weapons program. McGovern, who served in the CIA from 1963 to 1990 and chaired the National Intelligence Estimates in the 1980s, described the CIA’s Counterintelligence Chief at the time, James Jesus Angleton, as a spy who covered up Israel’s nuclear activities.
During his speech at the Schiller Institute’s panel, titled True Citizens of Every Nation Demand Peace, McGovern noted that since 2007, the US intelligence community’s reports concluding “Iran is not working on a nuclear weapon” have been deliberately disregarded by the current administration. He emphasized that this situation calls into question the very reason for the CIA’s existence.
The Kennedy assassination and the ‘Potemkin Village’ conspiracy
McGovern recalled that Kennedy was vehemently opposed to Israel’s nuclear program and was determined to stop it. He identified James Jesus Angleton as the individual who controlled all matters related to Israel within the CIA at that time. “His name was James Jesus Angleton. There is concrete evidence of his involvement in the Kennedy assassination,” McGovern said.
McGovern alleged that Angleton assisted in creating a fake “Potemkin village” at Israel’s Dimona nuclear facility to mislead US inspectors. “When the inspectors returned, they said, ‘This place looks quite clean.’ That’s because Angleton and his Israeli comrades had built this Potemkin village,” he explained.
Intelligence community has held the same view since 2007
McGovern stressed that the US intelligence community has reported with “high confidence” every year since 2007 that Iran is not developing nuclear weapons. He pointed out that this view is not limited to analysts; former CIA Director William Burns also confirmed this fact just before leaving his post.
McGovern quoted Burns as saying, “I want to reiterate that Iran is not working on a nuclear weapon. Furthermore, our intelligence-gathering capabilities are so comprehensive that if they were to start working on a nuclear weapon, the West would know about it almost instantly.”
‘The President doesn’t listen to intelligence’
Despite these concrete reports, McGovern stated that the president does not listen to the intelligence. He recalled Donald Trump’s dismissive words regarding his own intelligence chiefs: “I don’t care what they say.”
McGovern urged the public to show Trump over the next two critical weeks that “supporting the Zionist genocide is unacceptable,” calling on people to “do whatever is necessary to ensure Trump doesn’t get caught in this mousetrap.”
‘The CIA’sexistence should be questioned’
McGovern also expressed his own hesitations about the continued existence of the CIA. He said he had resisted calls to dismantle the agency because its analysts, at the very least, stood firm in telling the truth about Iran.
However, he noted that the president’s dismissal of even this single correct stance raises serious doubts about the agency’s future. McGovern concluded, “How will honest analysts feel when the president says, ‘I don’t care what they say’? Perhaps there is no hope left for the CIA.”
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