Rio Tinto's aluminum supply agreement with Prysmian highlights tightening redraw rod availability in North America as tariffs, smelter closures and cable demand reshape supply.
Chinese firm GCL is exploring a 3 milllion-ton-per-year aluminum smelter in Nigeria, but historical failures and questionable capex estimates raise doubts.
The Oklahoma aluminum smelter project backed by Emirates Global Aluminium and Century Aluminum appears to be advancing toward a power deal, though elevated electricity costs and high Midwest premiums continue to complicate the economics.
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.
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Emissions rules, production limits and material substitution are reshaping steel and aluminum use in North American vehicles.
LS Cable's $50 million Tarboro expansion adds medium-voltage CCV capacity.
As China approaches its long standing primary aluminum production cap, shifting supply dynamics such as offshore capacity growth and redirected Russian metal are reshaping how the country's future demand is met by global supply.
Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.