U.S. aluminum smelters seek cheap power amid supply shortage, competing with data centers

A global shortage and tariffs are spurring plans to build or reopen U.S. aluminum smelters, but projects face pressure to secure abundant low-cost electricity even as data centers bid aggressively for the same power supply.

First covered Oct 19, 2026 · 12:30 AM PT · 1 article · no longer in the live window

U.S. aluminum smelters seek cheap power amid supply shortage, competing with data centers — Image via canarymedia.com

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23d Canary Media A cleaner solution to America’s aluminum crunch is hiding in landfills — A global supply shortage and U.S. tariffs have roiled the aluminum market this year, putting greater pressure on the United States to produce more of its own…

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rollingout.com AI data centers crush aluminum industry with power demand

sec.gov ALUMINUM CORP OF CHINA LTD - Form 20-F/A - FY2008

sec.gov ALUMINUM CORP OF CHINA LTD - Form 20-F - FY2008

secureenergy.org PRESS RELEASE

Appeared in: 2026-10-19 (#6) · 2026-10-20 (#13)

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