Parsing the new tariffs on semi-fabricated aluminum products
The latest Section 232 expansion brings tariffs deeper into semi-fabricated aluminum - here's a breakdown of what's now in scope and how it ties back upstream.
Category: Electrical
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.
Residential construction markets diverge
The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.
Non-residential construction sends mixed signals
Behind the diverging fortunes of office and industrial construction, key indicators reveal where future aluminum demand may be building or in teardown mode.
Rolls-Royce to expand SC engine plant on data center demand
These expansions are being driven by the rapid growth of data centers, which are putting electric grids under pressure.
Miles of wire, tons of signals: Prysmian’s cable deal to feed largest U.S. transmission line
Prysmian's latest cable contract may reshape the U.S. aluminum cable market.
Prysmian's Encore Wire breaks ground on TX facility expansion
Prysmian’s groundbreaking for a 650,000-square-foot medium-voltage cable facility on Encore Wire’s Texas campus marks a big development in the aluminum wire and cable sector.
FERC rejects MISO proposals for breaking interconnection backlog
We are no closer to breaking the bottleneck of stranded generation seeking connection to the grid.
Overcast skies for U.S. solar?
The Solar Energy Industries Association's (SEIA) Market Insight 2024 highlighted some sector growth as well as some sobering numbers on residential installations.
A week after Liberation Day, the global economy got a 90-day “stay of execution”
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.