Today’s Section 232 proclamation secures that foundation, and the entire structure is built to reward one thing: manufacturing in America. Companies investing in U.S. polysilicon, wafer, and cell production are the clear winners, and companies that continue to rely on imports will be at a disadvantage.
Findings show that U.S. tariff policy leaves the aluminum industry’s largest employment base exposed, even as primary aluminum tariff costs are passed on to extruders and fabricators.
U.S. aluminum tariff policy must consider the full aluminum value chain. Downstream extruders and fabricators account for most aluminum manufacturing employment and are the key producers converting metal into critical products used in construction, transportation, machinery, electrical systems, packaging, defense, and other industrial markets.