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…