Sixty years ago, when i was in highschool, i came to understand the strategic importance of aluinium. Then Kitimat was in the news because they built the hydo plant to operate the smeltetrto compete with Norway. then Quebec did the same thing never imagining that carbon based power would ever be a problem.
this item really brings us up to date and what is blindingly clear is the Trade War is accelerting hte process and Canada will soon dominate the European Aluminium market. Only russia can compete here and not until their stupid war is over.
My central point is that tarrifing the Aluminium trade canceled the gentleman's agreement over aluminium with the USA we have lived under since 1960. This literally allows Canada to incentize the massive transfer of all USA Aluminium manufacture along with their workforce across the border into the St Laurence valley corridor. over ten millin families. That is the boot that has not dropped yet and those are real union jobs.
The financial tendency already exists and reversing it will take even decades. You can be sure that the studies are underway.
"Canada Answers U.S. Tariffs With a Massive Aluminum Investment
Canada is making one of its biggest industrial bets in decades. As trade tensions with the United States continue to reshape North American manufacturing, Rio Tinto has launched a $1.5 billion expansion of its Complexe Arvida aluminum facility in Quebec, signaling a major shift in Canada’s long-term economic and geopolitical strategy.
In this video, we examine why this investment goes far beyond increasing aluminum production. We explore how the expansion is tied to the Trump administration’s Section 232 aluminum tariffs, Canada’s response through critical minerals policy, and the growing importance of low-carbon aluminum in the global economy. You’ll learn why Canadian aluminum has remained highly competitive despite U.S. tariffs, how Quebec’s hydroelectric power gives its aluminum one of the lowest carbon footprints in the world, and why automakers, aerospace companies, and technology manufacturers are increasingly willing to pay premiums for certified low-carbon metal.
We also examine Rio Tinto’s AP60 smelting technology, the next-generation ELYSIS carbon-free aluminum project, and how these innovations could transform the future of aluminum production worldwide. The video explains the European Union’s Carbon Border Adjustment Mechanism (CBAM), the rise of green manufacturing, and why carbon emissions are becoming just as important as production costs in determining global competitiveness.
Beyond economics, this report explores the geopolitical implications of Canada’s decision to classify aluminum as a critical mineral. We discuss how aluminum has become central to NATO supply chains, North American defense manufacturing, and the G7’s efforts to secure strategic resources. The video also looks at how the CUSMA review, U.S.-Canada trade relations, and future tariff policies could reshape the aluminum industry over the coming years.
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