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Stock impact report

Trump's trade war: the hidden cost for US packaging firms [Yahoo! Finance]

Ball Corporation (BALL) 
Company Research Source: Yahoo! Finance
Though the headlines during the US-China trade war of 2018-2019 were dominated by disputes over steel, automobiles, and agriculture, the quieter, yet significant, consequences for the packaging sector are still being felt today. For many US packaging firms, Trump's tariffs reshaped cost structures, supply chains, and long-term strategies—challenges that continue to define their operations. While these policies were initially justified as efforts to reinvigorate domestic manufacturing, the reality for packaging companies was more complex. Rising material costs, supply chain disruptions, and ongoing policy uncertainty have had a lasting effect on this critical industry, with implications far beyond the trade wars themselves. The packaging industry is an exceptionally material-intensive sector, reliant on raw materials such as aluminium, steel, paperboard, and plastics. When the Trump administration imposed tariffs on aluminium and steel imports in 2018, costs for these essent Show less Read more
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