this post was submitted on 15 Mar 2025
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Trump doesn't seem to understand that you can't just uproot an entire industry and relocate it someplace else overnight. So really, the only choice aluminum-dependent industries have short-term is to pay the damn tariff and keep on importing. Ironically, Canada itself has to pay the tariff too because most canning plants are in the US, and we're no more able to ramp up canning here than the US can ramp up aluminum refining. Changes like that take significant time and financial investment.
I don't remember where but i've read a interview with a ceo saying it will take them at least 4 years to make the change they need to stop using canadian aluminum
I’d imagine there’s also a monetary reason they didn’t in the first place too. I’m not sure if it was cheaper to just import from Canada or what, but I’d imagine things will be a lot more expensive for Americans even once things are all worked out (in the unlikely scenario the US ever even returns to being a stable country which seems unlikely at this point)
Bauxite is one of the few minerals the USA didn't luck into. I'm not sure how the economics of refining are currently structured in the tariffs but the USA simply can't economically create aluminum from "scratch" the way it can produce almost everything else. The mineral ilmenite (titanium) is another example.