Supply Chain Research

The Australian government has warned aluminum exporters to trim exports to the U.S. for fear of triggering a Trump administration move to strip Australia’s exemption from section 232 tariffs. Total U.S. imports of unwrought aluminum fell 10.8% year over year in the three months to Jul. 31, yet shipments from Australia surged 327%. Australia has only accounted for 7.2% of the total. Leading shippers including CSR and Alcoa, which represented 33.5% and 24.2% of identified seaborne imports, have already cut back shipments in August.