Dude, Caselabs is clearly not a huge operation. They're not stockpiling a lot of aluminium just like how our subsidiary isn't stockpiling a lot of steel either. We're not BHP who can eat huge losses because of their diversified product portfolio and immense cash flow. The folks over at the USA are eating a 40% increase in steel costs, that increase isn't trivial no matter how much some people in this thread want to suggest eating 40% increase in material costs are a normal thing to be able to adjust to.
Its just fortunate that our subsidiary can get clients to eat the costs because everyone supplying liquid tanks are dealing with the same price increases and there's a lot of profit margin in the design and consulting side. Unfortunately, this is not the same for businesses that deal in consumer goods and consumables who are really struggling right now. Some try and tough it out, some close down and some just move operations overseas like Harley Davidson.
The actual increases in price and shortages were definitely unexpected. This isn't a case of BHP being good at divining commodity prices, something they'd probably be good at since they're miners who deal in commodities, this is a case of a government actually enacting on self destructive tariffs and US metal suppliers taking advantage of the situation to increase costs/strangle supply if recent rumors of price fixing are to be believed. It doesn't help that only the largest companies are getting tariff exceptions.
There's no disputing that their business model didn't make sense in this era of manufacturing where the majority of case manufacturers either operate on low margins/high volume or outsource their infrastructure/supply costs to Lian Li in the case of boutique mini-ITX case manufacturers. But to argue that the tariffs and sanctions had little impact on their demise is laughable in my opinion, every US manufacturer that sells consumable goods is struggling right now especially when larger companies are able to get tariff exceptions from the Whitehouse.