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【Live Preview】US Tariff Storm: The Mystery of Global Aluminum Semis Export Restructuring!

iconApr 1, 2025 17:31
Source:SMM

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?

For queries, please contact William Gu at williamgu@smm.cn

For more information on how to access our research reports, please email service.en@smm.cn

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