Tax incentive rollbacks could dent aluminum demand for solar sector
Solar remains one of the most aluminum-intensive growth markets in North America.
Category: Decarbonization
EGA makes its move on U.S. primary aluminum supply gap
EGA has a sterling reputation for execution of big capital projects in smelting and refining, and it's early in the game, but the political winds seem to argue for energy provider Public Service Company of Oklahoma to cut a deal
Rio Tinto’s power move: Building to last and green aluminum’s infrastructure
Rio Tinto is embarking on a major upgrade of the nearly century-old Isle-Maligne hydroelectric station in Quebec, preserving one of the lowest-cost smelting footprints in the world.
Aluminum Association's White Paper examines supply
Not surprising, the major challenge to either restarting or building primary capacity pivots around finding affordably priced energy.
Cross-border castings: Hydro and Nemak rethink scrap to power low-carbon cars
Aluminum producer Norsk Hydro and automotive casting manufacturer Nemak agreement focuses on expanding the use of post-consumer scrap and shifting to lower-carbon energy sources.
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
AMU Week in Review: Tariff delays, premium swings, and global supply chain risk
This first week of February 2025 saw tariffs dominate the aluminum market conversation, with Trump imposing 25% tariffs on Canadian and Mexican imports, then delaying their implementation for 30 days after negotiations with both governments. China wasn’t so lucky, as the U.S. followed through with a 10% tariff on Chinese goods, prompting immediate retaliatory tariffs […]
Disjointed energy policy: The Stargate Project threat
On Jan. 21, the Trump administration announced The Stargate Project, a $100 billion investment to “building new AI infrastructure for OpenAI in the United States.” Eventually Stargate intends to inject $500 billion into the investment. Initial equity funders in Stargate are SoftBank, OpenAI, Oracle and MGX. SoftBank and OpenAI are the lead partners for Stargate, […]
2024 in Review: Aluminum and scrap markets navigate a year of change
A rocky start to the new year
Crown qualifies first aluminum coils at Constellium plant
The aluminum coils, produced mainly from post-consumer scrap, are cleared to be used in Crown's beverage cans.