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.
Category: Decarbonization
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.
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.
China's aluminum production cap meets a changing global supply map
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's next steps in aluminum
Canada is repositioning its aluminum exports toward Europe and Mexico as US tariffs raise costs, strain downstream demand and reshape trade flows.
AMU Community Chat: LME and Midwest premium highs and tariff fatigue
AMU contributors Greg Wittbecker and Edward Meir spoke on a wide range of topics during a Community Chat on Thursday, Jan. 22.
Rio Tinto says Quebec smelter expansion on track for Q1
The smelter is expected to be fully ramped up by end of the year, the mining company said.
EU targets small packaging in new recycling partnership
The move comes as pressure is increasing to keep scrap at home but US tariff exemptions have made exports more appealing.
LME high grade aluminum: How high is high in a post-China cost curve?
Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.