The AI Infrastructure Stack
Overview  /  Tier VII Raw Inputs  /  Layer 18: Raw Materials
Sub-category 18.2

Aluminum

Lighter conductor, used heavily in transmission and DC structural elements. Energy-intensive to smelt — double-exposed to electricity prices.

Players

Players: Alcoa AA, Rio Tinto RIO, Norsk Hydro NHY.OL, Century Aluminum CENX, Constellium CSTM, Kaiser Aluminum KALU

Analysis coming soon — this page is scaffolding for deeper research into aluminum.