Market sector deep dive: Solar
An in-depth look at how solar installations shape aluminum demand and U.S. market dynamics amid growing domestic capacity and the rising panel imports in the run-up to tariffs.
Category: Decarbonization
Midwest and European premiums favoring Canadian producers
Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.
Update on the state of electricity supply-demand in the U.S.
Recent IEA data underscores an erratic electricity supply mix alongside sharply rising demand, with future prices signaling poor economics for operating an aluminum smelter and pointing instead to behind-the-meter generation backed by outside financing.
Means to an end: Novelis-DRT target 99% recycled content end stock
Novelis is partnering with DRT for 99% recycled content in beverage can end stock, reshaping the numbers behind one of aluminum's most specialized markets.
Grid upgrades starting to cope with rising electricity demand
A massive wave of U.S. grid investment is set to supercharge demand for aluminum transmission cable.
Will other smelters follow Mt. Holly's restart?
With Century's Mt. Holly coming back online, the real question is whether other idled U.S. smelter capacity have any realistic path to restart.
Recycled metal export bans: Different rationales in different markets
As calls to restrict scrap exports grow louder, the real question is whether heavy-handed policy can outdo the market's own price signals.
Aluminz's new plant and the recasting of Texas/Oklahoma scrap map
From Mount Pleasant to Sapulpa, the supply chain is shifting with implications for scrap flows.
Recycling bill to establish tax credit
The bill would establish a 30% tax credit for investments in recycling infrastructure.
Second-quarter breakdown: Tracking divergence in automotive aluminum
Second quarter results from U.S. aluminum producers reveal a widespread reset in automotive demand, with shipment patterns diverging by product type, customer tier, and end-use sector.