Trump Signs Proclamation to Boost US Aluminum Industry
President Donald Trump signed a proclamation to bolster domestic primary aluminum manufacturing, directing the Commerce Department to set up an incentive program for building, expanding, or refurbishing U.S. smelters and to require onshoring plans that would qualify for reduced tariffs. He also unveiled a Section 232 tariff overhaul that temporarily lowers duties through 2027 for a broad swath of aluminum, steel, and copper products, including a 15% ad valorem rate for several categories and expanded country-specific carve-outs. The policy lowers the qualifying U.S.-sourced content threshold from 95% to 85% and expands derivative coverage, allowing importers more flexibility to meet duties while encouraging reshoring. The White House frames these moves as strengthening national security by ensuring critical aluminum for defense sectors and reinforcing the U.S. industrial base, with monitoring and potential revocation for projects that miss commitments. The package builds on a multi-decade tariff framework, referencing previous proclamations since 2018 and noting copper added in 2025, with new actions continuing the administration’s effort to secure critical industries. These actions come as part of a broader push to reduce dependence on foreign aluminum and to modernize U.S. production capabilities while shaping global trade dynamics for aluminum-intensive supply chains.
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