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.
Tag: Energy
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.
New Section 232 tariff: Leverage to pay for power
The newly announced amendments to Section 232 boost the ad valorem duty (a volume-based tariff) from 10 to 25% of the declared customs value for primary aluminum. This boost in the rate gives Alcoa and Century windfall revenue gains as the Midwest physical premium responds to this. If we measure the windfall from Inauguration Day […]