Canada didn't just ship more aluminium to Europe — it took share in market after market.
US tariffs cut Canada's aluminium exports to the USA by −$2.50B (−30.8%). The metal rerouted to Europe, and Canada's supplier share jumped:
🇳🇱 Netherlands 12.1% → 31.9% (now #1, $808M)
🇮🇹 Italy 1.3% → 5.6% ( $190M)
🇩🇪 Germany 1.5% → 3.4% ( $127M)
🇵🇱 Poland 1.1% → 4.1% ( $64M)
🇨🇿 Czechia 3.6% → 7.5% ( $33M)
🇸🇮 Slovenia 1.8% → 4.0% (~ $10M)
🇭🇷 Croatia 0% → 4.0% (new)
🇧🇦 Bosnia 0% → 2.4% (new)
Across all of Europe, Canada's share nearly tripled: 2.14% → 6.32% — overtaking the UAE to become the #1 supplier at $1.82B. At $1,265M it was the single largest supply gain of any country.
The edge: at $2.81/ton, Canada is Europe's 2nd-cheapest supplier ( 447k tons YoY).
A trade shock, visible market by market in official customs data. GTAIC maps any country pair, any product, in minutes.
Canada→USA report 👇
gtaic.ai/market-reports/top-…