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3 articles
BenzingaBenzinga··Stjepan Kalinic

Aluminum's Hidden Crisis: Gulf Disruptions Spark 2M Ton Shortage by Year-End

Gulf region supply disruptions create 2 million ton aluminum deficit by 2026 year-end. Europe and U.S. face severe shortages; China gains export advantage while Quebec emerges as strategic Western alternative.
AARIObase metalselectricity costs
BenzingaBenzinga··Namrata Sen

Energy Department Awards Record $26.5B Loan for Southern Grid Modernization

DOE awards record $26.5B loan to Southern Company for grid modernization across Georgia and Alabama, supporting infrastructure upgrades serving 15 million homes.
MSFTAMZNSOSOJCSOJD+3data centersrenewable energy
The Motley FoolThe Motley Fool··Courtney Carlsen

Vistra Energy Faces Near-Term Headwinds Amid PJM Price Cap Proposals

Vistra Energy stock down 22% due to PJM price cap proposals, but long-term growth prospects remain strong with AI data center demand and Meta contract supporting future earnings.
METACEGVSTAI infrastructureelectricity costs