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Shanghai Metals Market

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U.S. Tariffs and the Global Aluminium Market: Navigating Shifting Supply-Demand Dynamics and Rising Costs
Apr 2, 2025 17:00
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🔹 Policy Review & Analysis

  • What economic maneuvers underlie the latest US aluminium tariffs?

  • How is U.S.-Russia trade uncertainty stirring global market sentiment?

  • An economic perspective on the rationale behind the current policy.

🔹 Global Market Reactions

  • How are tariffs quietly reshaping spot and end-user costs across US regions?

  • Why is the China market holding steady—and what’s the logic behind this inertia?

🔹 Shifts in Supply-Demand & Trade Flows

  • With major exporters like Canada and Mexico under pressure, what potential shifts are emerging in global aluminium trade routes?

  • Although direct impacts on Chinese exports appear limited, could weakening overseas demand trigger deeper repercussions?

🔹 Future Supply-Demand & Cost Outlook

  • What key signals does the global supply-demand balance reveal?

  • How might aluminium prices and supply-chain costs evolve—and are future trends already taking shape?

✨ Unravel the policy puzzle, seize market opportunities, and gain insight into the future of the global aluminium market!

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Présenté par
Cathy Liu avatar
Cathy Liu
Analyst
Cathy Liu specializes in leveraging her strong foundation in data science, honed at University College London, to analyze global aluminum supply and demand with a focus on overseas markets. As an emerging voice at international industry conferences.
Cathy Liu specializes in leveraging her strong foundation in data science, honed at University College London, to analyze global aluminum supply and demand with a focus on overseas markets. As an emerging voice at international industry conferences.
Allison Ju avatar
Allison Ju
Senior BD Manager
specializes in the aluminum industry. With extensive experience covering the entire aluminum metal industry chain, she provides in-depth analysis on supply, demand, costs, and policies, closely collaborating with major aluminum companies worldwide.
specializes in the aluminum industry. With extensive experience covering the entire aluminum metal industry chain, she provides in-depth analysis on supply, demand, costs, and policies, closely collaborating with major aluminum companies worldwide.
Cassie Yao avatar
Cassie Yao
SMM Senior Aluminium Analyst-China
Cassie Yao specializes in market analysis of the aluminum industry chain, focusing on electrolytic aluminum. She maintains close ties with industry stakeholders, providing consultancy and conducting research on production, costs, and market trends.
Cassie Yao specializes in market analysis of the aluminum industry chain, focusing on electrolytic aluminum. She maintains close ties with industry stakeholders, providing consultancy and conducting research on production, costs, and market trends.
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