North American aluminum demand dropped by 4.1% year on year in the first quarter of this year, according to preliminary estimates from the Aluminum Association.

The association's first-quarter 2025 statistical report for the US and Canada revealed a total demand of 6.53 billion pounds, a 4.4% drop from the 6.83 billion pounds recorded in the same period last year. The decline was primarily attributed to reduced export markets and ingot shipments.

Charles Johnson, President and CEO of the association, said that demand had softened after a rebound in 2024. He called for a targeted trade policy to counter unfair practices and ensure access to affordable metal, expressing concern over a 50% across-the-board tariff that could further depress demand.

Imports of aluminum and aluminum products into North America surged by 40.9% quarter-over-quarter in the first quarter as companies increased shipments ahead of new tariffs.