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Downstream weekly: BIS Expands Section 232 tariffs, raising new hurdles for aluminium & steel

EDITED BY : 3MINS READ

The aluminium downstream sector is pivotal in transforming and utilising aluminium, a lightweight, versatile metal with diverse applications. Serving industries such as automotive, aerospace, construction, packaging, and electrical, it delivers customised solutions designed to meet the evolving demands of each market. This week the downstream sector is being shaped by a complex mix of policy, pricing, and partnerships. On one front, US trade policy has tightened further with the Bureau of Industry and Security (BIS) opening new filing windows to expand Section 232 tariffs on derivative aluminium and steel products. These measures, which already doubled aluminium duties to 50 per cent earlier this year, continue to disrupt supply chains and weigh heavily on downstream industries.  At the same time, aluminium alloy markets have been riding a wave of firmer prices and shifting trade flows, fuelled by tariff-driven distortions, uneven demand across regions, and capacity constraints in Europe.

Weekly Recap: Recycled AL & Sustainability by AL Circle Pvt Ltd

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Amid these global headwinds, regional partnerships are offering some relief and resilience, such as the rapidly growing economic ties between Jordan and Qatar. With trade in goods including aluminium moulds on the rise, fresh investments, and job creation initiatives, their collaboration reflects how strategic partnerships can anchor growth and stability even in a turbulent global aluminium landscape.

Get your hands on - The World of Aluminium Extrusions – Industry Forecast to 2032

The aluminium extrusion sector stands out as one of the fastest-growing areas of the global aluminium value chain, fuelled by rising demand from transportation, construction, renewable energy, industrial applications, and consumer goods. To shed light on how extrusions are reshaping industries worldwide, AL Circle has released its flagship report, “The World of Aluminium Extrusions – Industry Forecast to 2032”, offering actionable insights for stakeholders across the entire value chain. To read more click here.

On September 12, 2025, Cameroon’s Prime Minister Joseph Dion Nguté led the groundbreaking and financing agreement ceremony for Proalu SA’s new aluminium transformation plant in Douala. Proalu SA, a subsidiary of Prometal Groupe, the region’s leading steel producer will develop the facility in partnership with Alucam, Cameroon’s state-owned aluminium producer. Click here to know more.

Downstream weekly

Maan Aluminium, a pioneer in India’s aluminium extrusion industry, has revised its valuation score to realign with the market’s evaluation grade. The move aims to ensure a fair market assessment while offering investors greater clarity on the company’s current standing. Click here to read more.

Golden Aluminum Inc. (GAI) has teamed up with SMS group to commence commercial operations of its advanced aluminium strip, nexcast®, at the Fort Lupton, Colorado facility. This marks a major breakthrough in aluminium casting technology, enabling the efficient production of high-alloy aluminium grades. To know more, click here.

Kaiser Aluminium Corporation, a leading U.S.-based producer of semi-fabricated aluminium products, has appointed James D. Hoffman to its Board of Directors. He will serve as an independent Class II director and join the Board’s Compensation as well as Nominating and Corporate Governance Committees. Mr. Hoffman’s term will run until the company’s 2026 annual meeting of stockholders. Click here to know more.

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