From smelters to servers: A deep dive into Alcoa's idled sites
A look at Alcoa's idled US smelter and refinery sites shows how electricity economics and capital discipline are reshaping industrial redevelopment toward data center infrastructure.
Author: nicholasbell
Century, EGA advance Oklahoma smelter with downstream partner
Century Aluminum and Emirates Global Aluminium signed a downstream agreement with U.S. Aluminum Company tied to the planned Oklahoma smelter.
AMU Survey: Lead times extend as undersupply expectations rise
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Century reports lower shipments on Iceland outage, guides 2026
Century Aluminum posted lower fourth-quarter shipments due to an Iceland outage, while outlining Mt. Holly restart progress, Oklahoma developments and a 2026 shipment reduction.
ITC issues affirmative preliminary injury determination in truck trailer duty investigation
The US International Trade Commission issued an affirmative preliminary determination that imports of van-type trailers and subassemblies from Canada, China and Mexico are materially injuring the domestic industry, advancing the AD/CVD investigations while scope and product disputes continue.
Rio Tinto’s 2025 results: Stable output, shifting mix and premium exposure
Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.
Kaiser Aluminum 2025 mix shift sets up 2026 plate and coated sheet growth
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
Hydro's primary aluminum stability contrasts with softer extrusion demand
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
Tampa Steel Conference: Steel grades reallocate as aluminum holds ground in auto design
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.
LS Cable expands US medium-voltage capacity
LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.