What CRU’s new outlook could mean for the downstream aluminum market

CRU just took a red pen to its global economic forecast and they didn’t hold back. They’re calling this the biggest monthly downgrade since the pandemic, and tariffs are at the center of it.

We’ve now got a fresh wave of duties on steel, aluminum, autos, and auto parts. Tariffs on China have climbed even higher. CRU says this is putting pressure on demand, tightening supply, and creating a mess of uncertainty for anyone trying to plan around it.