Aluminum manufacturers are concerned about an almost 500 % increase in imports of Chinese aluminum coils into México in 2025, equivalent to the capacity of a US rolling plant, which threatens the competitiveness of the North American industry. The Aluminum Association urges the administration and USMCA partners to take decisive measures to curb the entry of subsidized Chinese aluminum and protect national security, investment and jobs.
The AA has also urged that the renegotiation of the USMCA treaty include strict control over aluminum exported to Mexico or Canada and then re-exported to the United States. The association emphasizes that Mexico must immediately implement an Aluminum Import Monitoring (AIM) system, a commitment it made in 2019 but has not yet fulfilled.
According to the organization, aluminum products manufactured in the USA and Canada contain, on average, more recycled material than most of those imported, so ensuring clear rules is crucial to protecting local jobs and investments. Charles Johnson, president and CEO of the Aluminum Association, stated that a strengthened USMCA must ensure equitable conditions for manufacturers and workers in North America, through rigorous monitoring, harmonized tariffs and fair rules of origin, preventing the benefits of the treaty from being diverted to subsidized producers outside the region, especially from China.
In parallel, Kevin Dempsey, of the American Iron and Steel Institute, called for similar measures for steel, proposing a tariff regime equivalent to Section 232 of the USA and “melted and rolled” rules of origin to prevent triangular trade that circumvents tariff protections.
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