Aluminum prices just hit a new ceiling. With the latest tariff adjustments, America's all-in cost for aluminum has broken through $5,000 per metric ton—that's LME pricing plus the US Midwest premium stacked together. We're talking about a level most traders haven't seen before.

Here's what matters: this isn't just noise in commodity futures. When your raw material costs spike this hard, it cascades downstream. Everything with aluminum in it gets more expensive—beverage cans, automotive parts, construction materials, the whole chain. Manufacturers are already doing the math, and consumers will feel it.

For those watching macroeconomic headwinds, this is a textbook example of how policy moves translate into real inflation pressure. Worth tracking if you're thinking about sector rotation or hedging strategies.