Report: US needs to invest in major metals to compete with China
The US is competing with China on advanced technologies, semiconductors and critical minerals, but major metals aren’t getting enough attention, according to a report from the SAFE.
The US is competing with China on advanced technologies, semiconductors and critical minerals, but major metals aren’t getting enough attention, according to a report from the SAFE.
The remarks come head of the joint review of the US-Mexico-Canada Agreement, which replaced NAFTA, on July 1.
The contract covers roughly 3,400 workers in Davenport, Iowa; Alcoa, Tenn.; Lafayette, Ind.; and Massena, N.Y.
The International Aluminium Institute's April figures showed Gulf production losses and the Mozal shutdown outweight modest gains from Europe, China and North America.
Demand totaled an estimated 26.65 billion pounds in 2025, a year marked by an ever-shifting tariff environment, the association said.
CRU Senior Analyst David Leah said at the CRU World Aluminium Summit 2026 in London that automotive aluminum demand continues increasing, though growth is shifting unevenly between castings, extrusions and rolled products as automakers reassess vehicle designs.
“We will have coils coming off the mill within the next few weeks, well ahead of our previous guidance of end of June in the fourth quarter,” said Steve Fisher, president and CEO of the Atlanta-based company.
Texarkana Aluminum (TKA) used its new Mino four strand hot tandem line to produce the first coil at its Texas facility.
Meanwhile, this week, President Trump is in Beijing for a crucial series of meetings with Chinese leader Xi Jinping. Discussions are expected to include trade, the Iran war, technology and agriculture.
The Bowling Green operation will function as a full-cycle aluminum production site. Capabilities will include extrusion, anodizing, and finishing capabilities, allowing AKFA to perform multiple processing stages within a single US location rather than relying on external tolling or offshore finishing.