Скачать или смотреть $2.6 Billion Alarm: Canada’s Aluminum Exit Could Cripple Boeing and the U.S.

$2.6 Billion Alarm: Canada’s Aluminum Exit Could Cripple Boeing and the U.S.
   • $2.6 Billion Alarm: Canada’s Aluminum Exit...  

#canadaaluminum #aluminumtariffs #boeing

A rapid escalation in U.S. aluminum tariffs triggered a cascading shock across North American manufacturing, exposing how deeply American industry depended on stable Canadian supply. As tariffs doubled from 25% to 50%, nearly one million metric tons of Canadian aluminum were quietly redirected away from the United States, severing long-standing supply assumptions. Nowhere were the consequences more severe than at Boeing, where aluminum shortages, soaring premiums, and extended lead times transformed procurement risk into a strategic crisis. What followed was not a temporary price spike but a systemic breakdown that rippled through aerospace production, supplier margins, jobs, and consumer inflation. This analysis traces how a $2.6 billion cost shock emerged—and why the loss of supply certainty may permanently reshape where American manufacturing takes place.

Below are the key moments showing how tariffs turned into a structural industrial shift.

[00:00] U.S. aluminum tariffs trigger an immediate supply shock
[02:45] Canadian aluminum flows begin shifting away from the U.S.
[06:30] Boeing enters a procurement and production risk phase
[10:50] Cost pressure spreads through suppliers, jobs, and prices
[15:20] Canada locks aluminum into Europe and Asia contracts
[21:43] Long-term loss of U.S. leverage becomes irreversible

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#supplychains #tradewarimpact #aerospaceindustry #manufacturing #industrialpolicy #northamerican #globaltrade #canadausa