There is no concern about aluminum. Canadian aluminum is top quality and in demand. Most USA buyers already signed contracts during the last Trump term that they would continue to buy at their contracted prices and volumes while eating any tariff rates themselves. It has been stated repeatedly that there are buyers around the world lined up waiting to take on any production capacity that is abandoned by existing buyers.

Steel is a bit more of an issue but there is still significant domestic steel consumption especially if we decide to kick off some infrastructure projects. And Europe will be looking for steel as they tool up to rebuild their army.