Elysis announces breakthrough in its low-carbon production technology
Elysis announced the start-up of its new technology at a Rio Tinto smelter, which it said is the next step in the transition toward large-scale, low-carbon aluminum production
Category: Energy Transition
Energy Department asserts FERC authority to act on interconnection delays
In a rare Section 403 filing, the Department of Energy formally argued that the Federal Energy Regulatory Commission already has the legal authority to directly regulate large-load grid interconnections.
Federal oversights put the brakes on solar investment
Federal regulators under the Trump administration have intensified oversight and reduced tax incentives for solar projects, delaying massive developments like Nevada's Esmeralda 7 and threatening to stall over 55 GW of new capacity.
Cracking the code on affordable electricity for smelting
Debates are underway on how to get more supply to electric grids
Canada’s $5bn relief fund with aluminum focus rekindles debate over subsidies
Canada's new Strategic Response Fund for tariff-hit industries has triggered sharp criticism, drawing in questions over subsidies, trade imbalances, and whether U.S. and Canadian aluminum markets are as different as an industry group suggets.
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.
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.
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.
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.