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| US alumina and gallium production |
Atlantic Alumina Strengthens Domestic Alumina Output
Atlantic Alumina Co. LLC (ATALCO) has partnered with the U.S. government to increase domestic alumina production. The collaboration aims to secure over 500 jobs in Louisiana while restoring the refinery to nameplate capacity. Meanwhile, the facility will develop the first large-scale primary gallium production circuit in the U.S., targeting aerospace, defense, and semiconductor industries.
Critical Minerals Supply Chain and Strategic Independence
Alumina and gallium are essential for aerospace systems, catalysts, semiconductors, and next-generation energy technologies. As a result, ATALCO’s expansion reduces U.S. reliance on foreign suppliers, particularly China. In addition, the project integrates $150 million in preferred equity from the Department of Defense, complemented by over $300 million from Pinnacle Asset Management via Concord Resources Holdings Ltd.
Production Outlook and Industrial Impact
ATALCO expects to produce more than one million metric tons of alumina annually, alongside 50 metric tons of gallium. Its skilled workforce, primarily United Steelworkers, ensures operational excellence. Furthermore, the investment supports advanced mineral processing, power generation, and long-term material security for national defense and industrial applications.
ScrapInsight Commentary
This strategic partnership positions the U.S. to strengthen domestic supply chains for critical minerals, notably alumina and gallium. It signals upward pricing pressure for global markets, given the potential reduction in Chinese dominance. Long-term, the project enhances national security while promoting circular economy principles in high-tech and defense-related metals.
