美国买家铝溢价飙升，因美国欲将钢铝关税翻倍至50%

Group 1 - The U.S. President plans to increase tariffs on imported steel and aluminum from 25% to 50%, effective June 4, leading to a surge in aluminum premiums in the U.S. spot market [1] - The Midwest premium for duty-paid aluminum reached $0.58 per pound, or $1,279 per ton, marking a 54% increase from the previous week and a 164% rise since early 2025 [1] - Goldman Sachs indicates that premiums need to rise to between $0.68 and $0.70 per pound to fully reflect the 50% import tariff [2] Group 2 - The three-month aluminum price on the London Metal Exchange (LME) increased by 0.9% to $2,466 per ton [3] - The U.S. has not built a primary aluminum smelter in 45 years, and aluminum production heavily relies on competitive pricing and secure electricity supply [3] - Emirates Global Aluminum plans to invest $4 billion to build an aluminum plant in the U.S., expected to produce its first metal by the end of the decade with an annual capacity of 600,000 tons [3]