Since the AEC’s last Government Affairs update, the Council participated in the U.S.–Mexico–Canada Agreement (USMCA) hearing held in Washington, DC, from December 3–5. The hearing drew more than 200 participants representing a broad range of perspectives on the future of the agreement. The AEC appeared on a panel immediately following the steel industry, and it was noteworthy how closely aligned many of the challenges facing aluminum extruders are with those impacting steel producers—particularly with respect to trade enforcement, circumvention, and market distortion. These discussions reinforced the importance of maintaining a strong, competitive aluminum extrusion industry and underscored the essential role our sector plays as a supplier of critical inputs across construction, transportation, energy, and numerous other segments of the North American economy. During our testimony, the AEC used the hearing as an opportunity to highlight ongoing concerns regarding trade circumventio...
The primary focus of our government affairs work at this moment centers on the Section 232 valuation issue currently under discussion in Washington, D.C. As highlighted during the recent Aluminum Summit and in prior AEC communications, there remains uncertainty regarding how the Administration intends to resolve this matter. The original Executive Order that established the Section 232 aluminum tariffs made clear that the tariffs were intended to apply to the full value of the imported aluminum extrusion, not solely the value of the aluminum content within the product. At this time, it remains unclear whether the Administration will seek to address the issue by issuing a new Executive Order or by providing additional interpretive guidance through U.S. Customs and Border Protection (CBP). The AEC is actively monitoring these discussions and will update members as soon as a definitive course of action emerges. Parallel to the valuation discussions, attention is tur...