[SMM Aluminum Flash News] One Year After US Tariff Hike, Canada Remains America's Largest Aluminum Supplier

Published: Jul 2, 2026 14:35

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One year after the US raised Section 232 aluminum import tariffs from 25% to 50%, Canada remains the country's largest primary aluminum supplier. Canada exported about 2.9 million tones of aluminum in 2025, with approximately 2.3 million tones shipped to the US. While the higher tariffs lifted the US Midwest aluminum premium and encouraged Canadian producers to diversify exports toward Europe, they have not significantly reduced US dependence on Canadian aluminum. Industry estimates indicate that even restarting all idled US smelters would still leave a supply gap of around 3.6 million tones. Market participants expect North America's aluminum supply chain to become more diversified rather than fundamentally separated.

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