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No Power, No Smelter: The Real Test of America’s Aluminum Revival

Electricity policy, not capital, is now the biggest constraint on domestic aluminum production. The Century–Emirates Global Aluminum announcement, although welcome and long overdue, is a reminder of how far policy must go to make the next wave of American industrial resurgence a reality.

topics: aluminum, Energy, Grid & Infrastructure

What Welcoming Chinese Automakers Means for National Security

Same as it ever was? Not this time. Foreign investment from a direct adversary won't end well.

topics: Auto Manufacturing, China, Chinese Automakers, Defense Industrial Base, National Security

Not Your Typical Section 232 Tariffs Actions: Next Steps for Critical Minerals

Unlike aluminum and steel, the Trump administration is taking a different tack with critical minerals. President Trump is signaling concern for preserving access to processed minerals and derivatives as U.S. demand surges, processing capacity has been hollowed out, and new projects will not come online fast enough.

topics: critical minerals, Geopolitics, supply chains, Tariffs

The Department of War’s $150 Million Alumina Investment: What it Means for the U.S. Defense Industrial Base

The U.S. aluminum industry is facing a critical juncture, balancing rising demand with dwindling supply. The U.S. Department of War $150 million investment into Atlantic Alumina to produce more than 1 million metric tons of alumina and up to 50 metric tons of gallium per year is a vital step towards achieving the Trump administration’s goals of a manufacturing resurgence, establishing supply chain security, and fortifying the defense industrial base.

topics: aluminum, critical minerals, supply chains

I Read the U.S. Geological Survey’s Critical Minerals Methodology So You Don’t Have To

The U.S. Geological Survey (USGS) and the U.S. Department of the Interior (DOI) unveiled the highly anticipated 2025 List of Critical Minerals, an expanded catalog now covering 60 minerals deemed essential to U.S. economic and national security. The updated list and methodology offers a window into the key considerations shaping how policymakers assess risk and determine which supply chains warrant the most attention. We read the list and methodology, and break it down for you in our latest Fuse post, so you don't have to.

topics: critical minerals, supply chains