Export Growth
August 18, 2025
Written by Greg Wittbecker
There are no finite developments on a U.S.-Canadian trade deal.
As it stands today, Canada faces 35% duties on its non-steel and aluminum exports to the U.S. and is still paying the broad 50% Section 232 duties on those products.
EGA has restarted 631 of Al Taweelah’s 1,262 reduction cells and still expects the smelter to return to full production in Q1 2027.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Alcoa expects two other unnamed sites to follow the Massena East sale.
The shipment was part of an offtake agreement between private investment group Heeney Capital, Mercuria Energy Group and the Venezuelan government.
Rio Tinto maintained third quarter aluminum production as its Arvida smelter transition continued, while the company delayed two capacity projects at the Quebec complex.
