this post was submitted on 09 Feb 2025
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Canada
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If cutting power is still on the table, sometime in the next 2 hours would be hilarious.
Aluminum uses a lot of electricity to manufacture too.
Sure would be a shame if it suddenly became uneconomical to manufacture in the US.
It's already practically uneconomical to so, Canada produces about 4x more Aluminium than the US and the US imports about 80% of the Canadian production.
Canada doesn't have to budge on this one, the US can't just spin up that much Aluminium production in any reasonable time line, they're going to keep importing it and just paying the tariff themselves.
Would be a shame if Canada had to up the price to make up for the slump in sales. It costs a lot of money to run a smelter and lower production increases the overhead per ton of product.