The Fuse

Latest

Geopolitical Supply Shocks Reshaping Global Aluminum Availability

Last week’s attacks on two of the world’s largest aluminum smelters have increased fears that aluminum prices could persist. Combined with recent Iranian attacks on critical energy infrastructure throughout the Middle East, primary producers are in a precarious position—facing increased energy costs and damaged facilities. The aluminum market, which was already undergoing a structural realignment before the current conflict, is now teetering on a crisis. 

topics: aluminum, National Security, supply chains

Disruption in the Strait of Hormuz is Cutting Off Military-Grade Aluminum

When geopolitical crises erupt in the Middle East, Americans instinctively worry about oil. But the conflict in Iran is also disrupting military-grade aluminum supply chains dependent on Middle Eastern nations and the Strait of Hormuz.

topics: aluminum, Geopolitics, Iran, National Security, supply chains

The Global Rule That Could Shape the Future of Driverless Cars

Breakthroughs in physical AI are fast-tracking the evolution of autonomous driving. As the nation builds upon private-sector momentum to advance the adoption of autonomous vehicles, DOT should ensure that data access does not compromise the security interests of the US and its allies.

topics: autonomous vehicles, AVs, Passenger Transport

Introducing FORGE: The Trump Administration’s Evolving Approach to U.S. International Critical Minerals Partnerships

The Trump Administration’s evolving approach to international collaboration provides additional space for U.S. leadership in shaping the global critical minerals agenda. New initiatives, such as FORGE and Pax Silica, alongside bilateral agreements and engagement through established platforms like the G7 and G7+, provide Washington with multiple entry points to advance strategic priorities and influence policy.

topics: critical minerals, Energy, supply chains

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