Week-in-review: Smelters, scrap, and a squeeze play
Terminal markets firmed up amid new smelting announcements, tightening bauxite expectations, and jittery macro signals.
Tag: Smelter
EGA makes its move on U.S. primary aluminum supply gap
EGA has a sterling reputation for execution of big capital projects in smelting and refining, and it's early in the game, but the political winds seem to argue for energy provider Public Service Company of Oklahoma to cut a deal
Rio Tinto’s power move: Building to last and green aluminum’s infrastructure
Rio Tinto is embarking on a major upgrade of the nearly century-old Isle-Maligne hydroelectric station in Quebec, preserving one of the lowest-cost smelting footprints in the world.
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.
Middle East trades and the $4 billion smelter for Oklahoma
Since March 21 when UAE announced plans to invest $1.4 trillion in the US, including an aluminum smelter, the market has been waiting for details. Now, we have some.
A week after Liberation Day, the global economy got a 90-day “stay of execution”
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.