Can China succeed where Nigeria's ALSCON smelter failed?
Chinese firm GCL is exploring a 3 milllion-ton-per-year aluminum smelter in Nigeria, but historical failures and questionable capex estimates raise doubts.
Tag: Primary aluminum
Oklahoma smelter advances with power deal but energy prices are still tricky
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.
Gulf aluminum exports at risk amid Iran escalation
A potential Strait of Hormuz disruption threatens Gulf aluminum exports at a time of tight US and European supply conditions.
From smelters to servers: A deep dive into Alcoa's idled sites
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.
Century, EGA advance Oklahoma smelter with downstream partner
Century Aluminum and Emirates Global Aluminium signed a downstream agreement with U.S. Aluminum Company tied to the planned Oklahoma smelter.
AMU Survey: Lead times extend as undersupply expectations rise
February survey results show extending lead times, rising undersupply expectations, and firmer perceptions of import competitiveness.
Century reports lower shipments on Iceland outage, guides 2026
Century Aluminum posted lower fourth-quarter shipments due to an Iceland outage, while outlining Mt. Holly restart progress, Oklahoma developments and a 2026 shipment reduction.
Rio Tinto’s 2025 results: Stable output, shifting mix and premium exposure
Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.
Hydro's primary aluminum stability contrasts with softer extrusion demand
Hydro reported steady primary aluminum output and forward price visibility, while North American extrusion volumes reflected ongoing end-market softness.
China's aluminum production cap meets a changing global supply map
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.