Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.
Atalco is getting a $450 million infusion to expand production in Louisiana
AKFA Aluminum Solutions will establish its first US manufacturing facility in Bowling Green, Kentucky, introducing a new extrusion-focused aluminum producers into the regional secondary market.
AI is seeing an aggressive buildup, but some cracks are beginning to show.
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.
Upgrades of transmission lines translates into new demand for Aluminum Core Steel Reenforced electric cable.
The state of Kentucky has awarded more than $3 million in rail-infrastructure grants to Logan Aluminum and Novelis, strengthening the integrated Berea-Russellville supply chain.
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.
Building on the backlog analysis, this follow-up connects Dodge Construction Network's construction starts data, the Dodge Momentum Index, and the AIA/Deltek Architecture Billings Index to map how project planning, design, and execution are aligning - or diverging - across the construction cycle.
This installment examines August's Associated Builders and Contractors Construction Backlog Indicator, breaking down shifts by industry, region, and company size to show where contractors' forward workloads are expanding - and where they're stalling.