Global Trade
June 24, 2025
Metal on the borderline: Mexico's aluminum survival strategy
Written by Gabriella Vagnini
The real action right now isn’t in Washington or Wall Street. It’s sitting at the border. Trucks in Juárez are idling. Mexico is waiting. And anyone in the U.S. who relies on aluminum from across the southern border should probably be paying attention.
On June 4, Trump’s Section 232 tariffs officially doubled to 50%. The only country that got an exemption? The UK. Everyone else is on the hook, including Mexico, unless they can work something out. Behind the scenes, trade reps are scrambling to avoid a full-on aluminum supply disruption. And so far, it’s quiet. Too quiet.
