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The Pentagon has signed multiple agreements worth $2 billion to boost domestic supply chains for battery components and critical minerals, supporting defense manufacturing and reducing reliance on foreign suppliers.
Century Aluminum, in partnership with Emirates Global Aluminium, expects to start construction on the first new primary aluminum smelter in the U.S. in nearly 50 years. Located in Inola, Oklahoma, the plant aims to produce 750,000 metric tons annually and create over 1,000 permanent jobs.
Contract negotiations often fail not at the bargaining table but under the pressure of tight timelines. The long history of West Coast port talks shows that short negotiation windows increase the risk of disputes, a challenge now facing U.S. Steelworkers amid their 2026 contract talks.
GE Vernova is investing $166 million to expand its manufacturing facilities in Western Pennsylvania, with plans to create over 700 new jobs and retain more than 700 existing positions, supported by a $6 million state investment.
Stardust Power has entered into a non-binding Letter of Intent with Charge CCCV for the supply of battery-grade lithium carbonate from its upcoming Oklahoma refinery, supporting the growth of U.S.-based battery manufacturing.
Linde’s $1 billion investment to expand its Arizona industrial gas operations, in collaboration with a major semiconductor manufacturer, showcases a significant development in the metals industry. This expansion not only highlights a strategic move for Linde but also signifies potential growth opportunities for American workers and the broader manufacturing sector.
Mariana Minerals has successfully raised $310 million in Series B financing to advance the production of critical minerals in the United States. The funding will drive the development of key projects like Copper One in Utah and Lithium One in Texas, contributing to American industry and the supply chain for these essential resources.
According to the American Iron and Steel Institute (AISI), domestic steel mill output saw an increase last week, reaching a historically strong level. This rebound in raw steel production is a positive indicator for American industry and underscores the resilience of the steel sector.
Hitachi Energy is committing $457 million to expand its South Boston transformer production facility, creating approximately 825 new jobs and building the nation’s largest power transformer manufacturing plant. The move is part of a wider $1 billion investment in U.S. grid infrastructure.
NYSE- and ASX-listed Nova Minerals has expressed approval for US President Donald Trump’s executive order aimed at securing defense supply chains and ensuring the domestic acquisition of critical minerals. This order aligns with Nova Minerals’ efforts to develop a secure US domestic antimony supply chain in Alaska, contributing to the advancement of US critical minerals capacity.
News on America’s steel, aluminum, and metals industries, including production, investment, supply chains, and the workers powering this essential industrial base.
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