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.
Tag: Energy
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.
Section 232 derivative guide, Part 2: Transformers, wire and cable
Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
Section 232 derivative guide, Part 1: Appliances, vehicles and tools
Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.
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.
Ball’s western re-entry and the regional can making pressures
Ball’s decision to build a new plant in Oregon revives its Western footprint, but it also highlights strain that has made can making difficult in the region.
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.
Aluminerie Alouette’s Power Move: Aluminum supply chain under Hydro-Québec
Aluminerie Alouette's will invest $1.1 billion and secure a green power deal in a strategic bid for long-term stability.
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.