Category: Supply Chain Dynamics

Canadian aluminum exports to the US have continued to drop since the tariff rate increased to 25% in March 2025, with a growing share shipping off to Europe and Mexico. The tariff rate has since spiked to 50%.

The tentative trade pact would lower tariffs on some steel and aluminum products from 50% to 25%.

Recycler demand rebounded in August as obsolete scrap availability narrowed, inventory drawdowns persisted and forward oversupply expectations disappeared.

August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.

We generally saw less hectic conditions in the various markets this past week as the lack of significant geopolitical or macro headlines kept volatility somewhat at bay.

Aluminum prices recovered after the July 9 checkpoint, but financial and exchange indicators didn’t move uniformly.

Keep informed on what your peers in the industry are saying by checking out Aluminum Market Update’s monthly survey, with the latest on what folks on the ground are seeing in lead times, imports, logistics, prices and more.

Century Aluminum completed its Mt. Holly restart in Q2, but shipments remained nearly flat as added production moves into the second half.

Commerce opened circumvention inquiries into disposable aluminum container imports from Malaysia and Indonesia while earlier Vietnam and Thailand cases continue toward final determinations.

AMU's first conference is just weeks away in Atlanta.