Primary Production of Aluminum

Primary Production of Aluminum

The Primary Production of Aluminum industry, categorized under SIC 3334, covers mining and refining bauxite, smelting alumina into primary aluminum ingots, billets, and slabs, and supplying molten metal to rolling and extrusion mills for downstream fabrication. Core customers include automotive and aerospace OEMs, beverage can makers, building and construction suppliers, and electrical cable producers who rely on lightweight, corrosion-resistant metal for efficiency targets. Operators face high energy intensity, volatile alumina and electricity costs, carbon pricing pressures, and stringent EPA and global emissions regulations, alongside permitting and trade tariffs that shape competitiveness. In 2024-2025, trends center on low-carbon smelting technologies, power-purchase agreements for renewables, recycling integration to cut Scope 3 emissions, and capacity rationalization in response to demand shifts from EV and grid expansion. To stay on top of material developments, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · 11/23/2025