I just read that Alcoa is projecting an increase of $35 million per month in costs due to aluminum import tariffs from Canada. It’s quite significant considering they are one of the largest producers in the region.

The interesting part is how these tariffs are really impacting the supply chain. It’s not just a number on paper; it directly affects how these large companies operate and probably translates into higher prices for the end consumer.

I wonder how this will impact the aluminum market in the medium term. With these tariffs in place, other producers must also be feeling the pressure. Do you think this will favor domestic producers or simply make everything more expensive?