Group 1 - The core viewpoint is that President Trump's decision to double tariffs on aluminum and steel to 50% has led to a significant increase in U.S. aluminum and steel futures prices, with aluminum prices reaching their highest level since 2013 [1][3] - Following the announcement, U.S. steel and aluminum producers' stock prices surged in after-hours trading, indicating a positive market reaction to the tariff increase [3] - The increase in tariffs is expected to raise costs for key construction materials, with construction companies warning that the higher tariffs will impact their expenses [3] Group 2 - Comex aluminum futures prices rose by 54%, while steel futures increased by over 8% after the tariff announcement, although some gains were later reversed [1][3] - Analysts from Morgan Stanley noted that over 80% of U.S. aluminum is imported, while less than 20% of steel comes from overseas, highlighting the reliance on imports [3] - Citigroup analysts predict that prices will continue to rise due to insufficient domestic capacity, particularly for aluminum, suggesting that the tariffs primarily impose a tax on consumers [3][4] Group 3 - The potential for increased tariffs on copper is being factored into market expectations, with analysts observing that U.S. buyers are preemptively importing materials ahead of any potential tariff implementation [4] - The premium for aluminum on the New York Commodity Exchange is likely to attract more raw materials to the U.S., reducing inventories outside the country and maintaining tightness in global markets [4]
特朗普欲将钢铝关税翻倍至50% 美国期货价格飙升
Zhi Tong Cai Jing·2025-06-02 23:19