Category: Energy Transition

Before the second Trump administration, many automakers banked on an electrified future, with federal and state tax breaks incentivizing consumers.

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.

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.

ALUKO Group plans to establish a second US manufacturing facility in Tennessee, expanding its domestic manufacturing presence beyond the EV-focused Jackson site.

AMU spoke with Ingrid Joerg about her experience and her vision for Constellium, the Paris-based aluminum company with operations in Europe, North America and Asia.

This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.