Case Labs only works in aluminum which had a maximum tariff of 10% (think it ended up being around 6%). It wasn't Trump's tariffs that hugely upset the market;
it was the Russian retaliatory tariffs of 25-40% on alumina (the step between bauxite and aluminum) that caused a major disturbance. Companies that mined bauxite (namely Rio) could no longer afford to sell it to Russian refiners (have facilities all over the world for processing it) which constrained aluminum supply.
The electronics tariffs going in effect on
August 23 are actually Chinese tariffs which won't have much impact consumers outside of China. The last round of US tariffs went into effect on July 6 which was mostly targeted at manufacturing related products; the Trump administration avoided adding tariffs that would impact consumers directly (like computers, toys, etc.).