The United States continues to demonstrate strength in its aluminum trade sector as leading producer Alcoa reports a robust second-quarter order book, despite ongoing U.S. tariffs on aluminum imports. This highlights the resilience of industrial demand and the adaptability of global trade partners in maintaining strong commercial flows.
Alcoa confirmed that its order book for the first half of 2025 remains solid, with no notable decrease in customer demand even amid a 25% import tariff aimed at strengthening domestic production. This underscores the continued importance of aluminum as a critical resource across construction, manufacturing, automotive, and infrastructure sectors.
“Our second-quarter order book remains strong,” said Alcoa CEO William Oplinger during a global mining event in Melbourne. “The fundamentals of trade and customer relationships remain stable, and we continue to see a healthy demand outlook.”
Alcoa emphasized that the U.S. market continues to rely on global suppliers, including key regional partners, to bridge the gap in raw aluminum production. The country currently faces a 4-million-tonne shortfall annually, reaffirming the role of balanced trade policies and strong cross-border cooperation.
While addressing power stability concerns at its San Ciprián plant in Spain, the company also reinforced its commitment to operational resilience. The smelter’s restart process is underway, with a full ramp-up expected by October. This development is seen as a step forward in enhancing global supply capacity and meeting future trade demand.
Alcoa’s outlook reflects optimism in the face of tariff-related challenges, and its ongoing engagement with international markets sets a positive tone for sustainable industrial trade growth.
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