The US-Canada aluminum deal could put European buyers under pressure as imports shift

A potential easing of trade tensions between the United States and Canada could reshape the North American aluminum market, with European buyers facing the risk of stronger competition for Canadian metal. Import data from ITC Trade Map shows that US purchases of Canadian unwrought aluminum fell sharply in 2025, while imports from Canada increased across six European markets, highlighting how trade flows have evolved amid tariff uncertainty.

The United States imported approximately 2.03 million metric tons of unwrought aluminum from Canada in 2025, down 25.9% from 2.74 million metric tons in 2024. The decline amounted to around 711,494 metric tons over the year. Import value also decreased, falling 22.2% from $7.82 billion to $6.09 billion.

The figures come as the possibility of a US–Canada trade agreement raises expectations of a reduction in tariffs on Canadian aluminum entering the American market. A potential cut in the existing 50% tariff to 25% could improve the competitiveness of Canadian metal in the US, making the market more attractive to suppliers once again.

Such a development could have implications beyond North America. European buyers have increased their reliance on Canadian unwrought aluminum in recent years, and a renewed pull from the US could intensify competition for available supplies.

ITC Trade Map data covering the Netherlands, Italy, Germany, France, Poland, and the United Kingdom shows that their combined imports of Canadian unwrought aluminum reached approximately 611,721 metric tons in 2025, compared with 205,322 metric tons in 2024. This represents an increase of around 197.9%.

The Netherlands emerged as the largest destination among the six markets, with imports rising from 138,576 metric tons in 2024 to 423,712 metric tons in 2025. The increase of 205.8% made the country the leading European destination for Canadian unwrought aluminum within the dataset.

Italy recorded an even sharper percentage increase, with imports climbing from 14,948 metric tons to 85,227 metric tons, up 470.2%. Germany’s purchases increased by 51.7%, from 34,658 metric tons to 52,575 metric tons, while France’s imports more than doubled to 19,071 metric tons from 9,300 metric tons.

Poland also registered a substantial rise, with imports increasing 371.1% to 28,804 metric tons from 6,114 metric tons. The United Kingdom recorded a more modest increase of 35.1%, with purchases reaching 2,332 metric tons in 2025 compared with 1,726 metric tons a year earlier.

The figures underline the growing presence of Canadian unwrought aluminum across these European markets during the period. However, the combined total represents only the six countries covered by the available datasets and should not be interpreted as the entirety of Europe’s imports from Canada.