Aluminum Fin Stock (heat exchanger) →Prices rise
HVAC systems and equipment
HVAC systems and equipment depends strongly on aluminum fin stock, so the tariff raises its input cost.
94% confidence
Aluminum Can Sheet →Prices rise
Soft drinks & juices
Aluminum can sheet is a critical packaging input for beverages, so tariff-driven cost pressure should pass through strongly to soft-drink and juice packaging costs.
93% confidence
Outdoor & patio furniture →Prices rise
Aluminum Extrusions (Apparatus Body)
Aluminum extrusions are a critical, high-strength input to outdoor furniture, so U.S. tariffs on aluminum are likely to raise this input's cost passed through to the furniture maker.
91% confidence
Aluminum Can Sheet →Prices rise
Canned and shelf-stable foods
Canned foods also depend on aluminum can sheet, so a tariff that raises sheet prices should lift canning costs, though less intensely than in beverages.
88% confidence
Aluminum foil (cathode current collector) →Shortage risk
Thailand
Thailand accounts for 19.7% of the supply shares for this foil input, making its export flow highly exposed to U.S. aluminum tariffs.
86% confidence
Aluminum foil (cathode current collector) →Shortage risk
South Korea (Republic of Korea)
South Korea supplies 13.5% of this input, so tariffs can materially curtail that import stream.
84% confidence
Aluminum foil (cathode current collector) →Shortage risk
Dingsheng New Materials (Ding Sheng)002824.SZ
Dingsheng holds 22% of supply into this aluminum foil input, so U.S. aluminum tariffs are likely to cut its export volume and tighten availability.
82% confidence
Aluminum foil (cathode current collector) →Shortage risk
Germany (Federal Republic of Germany)
Germany supplies 9.4% of this input, so U.S. aluminum tariffs are likely to tighten that cross-border flow as well.
82% confidence
Firefighting equipment and supplies →Prices rise
Aluminum Alloy SCBA Cylinder Liner
U.S. aluminum tariffs raise the cost of aluminum-based components, and this critical aluminum alloy liner is a direct input to firefighting equipment and supplies.
79% confidence
Luggage, handbags & travel goods →Prices rise
Luggage Telescoping Handle (Aluminum)
U.S. aluminum tariffs raise the cost of aluminum-based luggage handles, so this luggage input becomes more expensive.
79% confidence
Aluminum foil (cathode current collector) →Shortage risk
Toyo Aluminium K.K.
Toyo supplies 10% of this input, so tariff-driven landed-cost increases should reduce its competitiveness and available volume into the chain.
79% confidence
REV Fire Group →Prices rise
Aluminum Extrusions (Apparatus Body)
U.S. aluminum tariffs would raise the cost of aluminum extrusions feeding REV Fire Group, and the 20% dependency with a 6-month replacement window suggests a meaningful but not sole-source pass-through.
77% confidence
Aluminum Fin Stock (heat exchanger) →Shortage risk
China
China is the largest source share for this input, so a U.S. tariff would most sharply curtail China-origin aluminum fin stock volumes.
70% confidence
Aluminum Fin Stock (heat exchanger) →Stands to benefit
United States
The U.S. supply share could gain relative demand as tariffs make imported fin stock less competitive.
58% confidence
