TARIFF TRACKER

Creates reduced Section 232 duty program for primary aluminum investment

Creates a Commerce program allowing companies with approved U.S. primary aluminum onshoring plans to import matching volumes at half the otherwise applicable Section 232 duty. Commerce may rescind benefits if commitments are not met.

Updated October 12, 2026

STATUS
In effect
·
Section 232
RATE

Half Section 232 rate

half the section 232 rate of duty otherwise in effect

COUNTRIES

All countries

PRODUCT FAMILIES

Aluminum

COVERED GOODS

Primary aluminum imported by companies with approved plans to build, refurbish or expand U.S. primary aluminum production facilities. Commerce is to determine any needed HTSUS modifications by notice.

EXCLUSIONS

Companies with approved onshoring plans may annually import primary aluminum in a quantity corresponding to the facility's reasonably anticipated annual output at half the otherwise applicable Section 232 duty. Benefits may be ceased, rescinded or retroactively rescinded if commitments are not met or fraud is found.

WHAT TO DO (OUR GUIDANCE, NOT LEGAL ADVICE)

Aluminum importers and buyers should watch for Commerce notices, rules or guidance establishing the onshoring plan process and any HTSUS changes. Companies investing in U.S. primary aluminum capacity should assess whether a plan can meet the commitments described in the proclamation.

SOURCES
QUOTES FROM THE SOURCE

Signed: "Proclamation 11045 of July 20, 2026" (source)

Rate: "at half the section 232 rate of duty otherwise in effect." (source)

Covered goods: "to build, refurbish, or expand a facility in the United States that will produce primary aluminum;" (source)

Covered goods: "annually import primary aluminum of a quantity that corresponds to the U.S. production facility's reasonably anticipated annual output of primary aluminum" (source)

Status: "it is necessary and appropriate to modify the tariff regime for imports of aluminum imposed in Proclamation 9704, as amended." (source)

Status: "Any provision of previous proclamations and Executive Orders that is inconsistent with this proclamation is superseded to the extent of such inconsistency." (source)

Checked against source

on

Proclamation 11045 (signed July 20, 2026) directs Commerce to create an onshoring program letting approved primary aluminum producers import matching volumes at half the otherwise applicable Section 232 rate; it states no effective date and no later action changes it.

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© 2026 Lunar Inc. All Rights Reserved.

Machines, people, and vendors, finally in one. We start with yours.

For queries, feedback or suggestions

© 2026 Lunar Inc. All Rights Reserved.