How Will Global Aluminum Semis Exports Be Reshaped?
——The Future Mystery Under the Changing Supply-Demand Landscape and Rising Costs
Aluminum Industry Frontier
Recently, the US government's policy of imposing additional tariffs on aluminum products has acted like a depth charge, creating huge waves in the global aluminum market. After the implementation of the new tariffs, major exporting countries such as Canada and Mexico are facing severe challenges of a sharp decline in exports. After the US announced it would double tariffs on Canadian metals to 50%, the aluminum premium in the US physical market surged to a record high.
At this critical moment of reshaping the global aluminum trade map, China, as the world's largest aluminum producer, although not directly impacted, has become a hot topic in the industry on how to respond to this change and seize new market opportunities.On Wednesday, April 2, 2025, at 17:00, we will bring you an in-depth industry event, unveilingthe economic game code behind US tariff policies, and exploringthe evolution of global aluminum semis trade flows.
Core Topics
01
Policy Review and Interpretation
● What economic games are hidden behind the latest US aluminum tariff policies?
● How does US-Russia trade uncertainty stir global market sentiment?
● Examining the rationality of current policies from an economic perspective.
02
Global Market Reactions
● How are tariff policies quietly reshaping spot and end-user costs across US regions?
● Why is the domestic market reaction "standing still," and what is the logic behind it?
03
Supply-Demand Pattern and Trade Flow Evolution
● Under pressure on major exporting countries like Canada and Mexico, what potential changes are occurring in global aluminum semis trade flows?
● Although China's exports are less directly impacted, will the ripple effects of weakening overseas demand bring deeper impacts?
04
Future Supply-Demand and Cost Outlook
● What key signals are revealed by the global supply-demand balance table?
● How will aluminum prices and industry chain costs evolve, and are future trends already emerging?
