美国对钢铁和铝征收50%的关税：对美国金属行业是致命打击还是救命稻草？
FLASH NEWS–COMMODITIES 50%UStariffson steeland aluminum: a fatal blow or Paris,6th June 2025:Donald Trump announced last Friday,30th May,25%additional tariffsoncrudesteel, primaryaluminumand derivativeproducts,bringing the total tariffs to 50%.This drastic measure bolsters uncertainty “Washington keeps rising tariffs on steel and aluminum, erodingmanufacturingcompanies'margins without any certainty of revitalizing its metallurgical The announcement was made during the inauguration ofastrategic partnershipbetweenUSSteel and Japan's Nippon Steel.Itinvolves investingUSD14 billion inthe steelmaker'sUSplants over 14 months. This significant investment is partly a level, these new tariffs will primarilyimpactCanada,China,Mexico, Ablow to the US manufacturingindustry Following the 2018Trump’stariffs, USsteel production remained steady atapproximately 80 million tons annuallythrough 2024, and tariffs on steel mayhave led to an increase of 1,000 jobs in thosetariffs are associated with 75,000 fewer jobs in thedomesticmanufacturingsector. 2018tariffstherefore failedto deliver any long-term growth in production or Furthermore, since the beginning of the year, tariffs have primarilypushpricesofbothsteel and aluminumon the US marketup.TheUSMidwest Premium2has risen by65% YTDforaluminum.For now,Americansteel production keeps fallingas thepotential impact on production(and employment)could beonly visible in the longterm. Over the first four months of 2025, USproduction has declined by 2% year-on- Rising domestic steel prices placed a heavy burden on downstream USmanufacturing firmsin 2018.Price volatility and rising costs are expected to disrupt •In the short term,we expect thoseadditionaltariffstodriveUSprices evenhigher,although volatility remains the major risk.Since Trump’s •Inthe medium term,rising domestic prices of metals could erodemanufacturing companies' margins. The US automotive sector will be •In the long term,risingUS tariffs on steel and aluminum could wrylybenefit Mexico.As most ofits automotive exports to the USmeetUSMCArequirements,they areexempt from tariffs.Meanwhile itsproductionshould SERVICE DE PRESSE COFACEAdrien Billet: +33 6 59 46 59 15 Malcolm Biiga : +33 6 47 09 92 66adrien.billet@coface.comLucie Bolelli : +33 6 42 18 30 82coface@havas.com COFACE: FOR TRADE Acteur de référence de la gestion du risque decrédit commercial au niveau mondial depuis plusde 75ans, Coface aide les entreprises à développer leurs activités et à naviguer dans un environnementincertain et volatil. Quels que soient leur taille, leur localisation ou leur secteur d’activité, Cofaceaccompagne 100 000 clients sur près de 200 marchés à travers une gamme complète de solutions :
