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Pentagon’s aluminium squeeze deepens as 60% U.S. import reliance meets years-long build times
The U.S. defense sector has an urgent need for high-purity aluminium, but domestic capacity is limited and new facilities take years to come online. The United States relied on imports for 60% of its aluminium last year, and high-purity supplies have become more exposed after an attack on a key supplier. Tariffs have only modestly lifted output, leaving a large domestic shortfall, while Canada could offer a short-term backstop. The federal government has committed $500 million to support related projects.
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