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| Trump 15% tariff threat |
Trump Signals Increase from 10% to 15% Tariff on All Imports
President Donald Trump announced a potential increase of US aluminum scrap tariffs from 10% to 15%. Meanwhile, the 10% Section 122 tariff previously exempted energy, critical minerals, fertilizers, and USMCA-origin imports. As a result, non-USMCA suppliers may face higher costs, while Canada and Mexico remain largely unaffected.
Meanwhile, Trump cited a legal review and supportive Supreme Court dissents to justify the tariff hike. However, no official record of the 15% tariff has been released, creating uncertainty for importers and recyclers. Therefore, market participants must monitor developments closely to manage supply-chain risks.
Implications for Global Aluminum Scrap Trade and Markets
The US imported 581,000 metric tonnes of aluminum scrap valued at $1.53 billion from May to December 2025. In contrast, exempt USMCA imports face minimal impact, while other sources may experience price pressures. As a result, global scrap traders may shift supply toward duty-favored countries. Meanwhile, overlapping Section 301 or future tariffs could further complicate sourcing strategies.
Meanwhile, prior emergency tariffs have been rescinded, but legal challenges and potential refund disputes persist. Therefore, companies must prepare for prolonged uncertainty. The evolving US aluminum scrap tariffs highlight complex interactions between trade law, executive authority, and recycling market economics.
ScrapInsight Commentary
The proposed 15% US aluminum scrap tariffs could elevate non-USMCA prices, favoring Canadian and Mexican supply. Strategic buyers must anticipate legal challenges and monitor Section 122 and 301 measures, as these could reshape global scrap flows and recycling economics.
