7月美国铝进口量环比下降40%

Core Insights - In July, U.S. primary aluminum imports decreased by 40% month-over-month, marking the first full month of President Trump's doubled import tariffs on raw aluminum [1] - The total amount of unwrought aluminum imported in July was 171,132 tons, down from 286,303 tons in June [1] - The average import volume for the first half of 2025 is projected to be 304,236 tons, with Canada accounting for 70% of total imports during this period [1] - Domestic aluminum inventories in the U.S. are reportedly decreasing at a rate of 40,000 to 80,000 tons per month, with total estimated inventories around 400,000 tons [1]