Well, yes. Over the past number of months, in particular since all of us have been dealing with the COVID-19 crisis, we have seen some developments in our trade in aluminum with the U.S. We've seen patterns that we expected to see and that we have seen during previous economic pressures, particularly the 2008-09 financial crisis.
We agreed with the U.S. to look at unwrought aluminum, which is a product category. That's what we indicated we should look at, consistent with that agreement. What the U.S. has done is looked at unwrought non-alloyed aluminum, not unwrought alloyed aluminum.
In any kind of economic downturn or crisis where demand starts to dry up, the traditional approach is that aluminum producers, not just in Canada but also in the U.S., will shift much of their production from alloyed aluminum to non-alloyed aluminum. If you look at the stats in more detail, you can see that there has been somewhat of an increase in non-alloyed aluminum and a decrease in exports of alloyed aluminum. If you consider those two and look at unwrought aluminum, which includes both of those categories overall, there is no increase and no surge. We see no justification for the U.S. to be contemplating this kind of action, because we have had no surge. In this situation, the aluminum sector has simply made some adjustments, as aluminum industries in the U.S. have done, to accommodate the market demands during this particular period.
We do anticipate that things will return to normal as markets start to reopen, but we feel that the U.S. allegation that aluminum exports from Canada have surged is fundamentally wrong. It does not reflect the stats and does not reflect the commitment we made to look at this on a product basis.