Cracks emerge in Trump’s Section 232 aluminium tariff wall
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- The President’s carrot and stick
- Will import tariffs really revive the US primary aluminium smelting industry?
- The structure of the US primary aluminium sector before and after tariffs
- What about the US downstream aluminium sector?
- US Midwest premia and LME prices heading in different directions
- Conclusions
Tables and charts
This report includes the following images and tables:
- US smelter restart incentive price, pre tariff (assuming US Midwest at ¢9/lb)
- US smelter restart incentive price, post 10% tariff (assuming US Midwest at ¢16/lb)
- US import requirement of primary aluminium and value added products
- US imports of primary and VAPs by country
- US exports of primary aluminium and products
- US imports of primary aluminium and products
What's included
This report contains:
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