U.S. industrial fabricators warned that 50% tariffs on unworked Canadian primary aluminum ingots and specialty steel billets will inflate domestic manufacturing costs.

WASHINGTON, DC — The Aluminum Association and the Coalition of American Metal Manufacturers and Users (CAMMU) formally submitted an administrative exclusion petition to the U.S. Department of Commerce on Sunday afternoon, requesting targeted exemptions for primary Canadian aluminum and specialized steel smelting inputs.
The trade petition emphasizes that the United States currently produces less than one-third of the primary aluminum required for domestic automotive stamping, aerospace engineering, electrical transmission conductors, and food packaging. Over 70% of high-purity, low-carbon primary aluminum consumed by U.S. industrial plants is imported from hydroelectric smelters in Quebec and British Columbia.
American manufacturing groups noted that imposing a 50% border tariff on unworked primary ingots will immediately inflate production costs for domestic component fabricators, rendering American-made industrial goods uncompetitive against European and Asian imports.
"American downstream manufacturers rely on reliable primary metal imports from Canada to make goods right here in the USA," said CAMMU leadership. "Tariffing raw material inputs that cannot be sourced domestically penalizes American factories and workers."
Automotive parts suppliers and heavy machinery manufacturers in Ohio, Indiana, and Pennsylvania warned that unmitigated material cost increases could force production cutbacks and temporary factory furloughs.
Domestic primary aluminum smelters argued that tariff protections support domestic smelting reinvestment, urging the administration to maintain strict trade measures.
The Department of Commerce Bureau of Industry and Security (BIS) will review the exclusion petition under expedited administrative guidelines.
Monetary policymakers reviewed foreign exchange volatility and inflation models after the Canadian dollar touched multi-month lows following the trade talk collapse.

Business leaders projected widespread supply chain delays and consumer price inflation, urging Ottawa and Washington to establish an emergency business dispute task force.

San Francisco updated commercial land-use codes, eliminating conditional-use barriers to allow life sciences and wet-lab research facilities in underutilized South of Market offices.
