Component

Aluminum

Primary plus old-scrap secondary aluminum. USGS MCS 2026: US net import reliance is about 60% of apparent consumption.

Criticality Medium
Unit cost $2.4K
Quality 70 / 100
US saturation 39.9
Made in US 2,260,000 tonnes
Current demand 5,700,000 tonnes
US exports 890,000 tonnes
Opportunity score 56.0

Domestic vs international supply

US 40% Import 60%
Export 15.6%

Planned US investment, next 5 years

$1.1B

Expected extra output: 110,000 tonnes per year

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