(that's what the guy implies with "So I’m now at a 25 percent disadvantage immediately on all those products.")
Really they appear to retail for ~100x the cost of the aluminum in their products, meaning wholesale in the range of 20-30x the cost of the aluminum. So a roughly 1% issue.
https://www.theguardian.com/world/commentisfree/2018/jun/09/...
That said, they're so important that they could very easily 'crowd out' all the other news here, and there are many other places to discuss these things, so despite - or rather because of - their importance, these issues should probably be kept off of HN.
And truth be told, it's time to stop chatting and start getting personally involved to counter this crap.