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​​​​​​​Power Hungry Race: Aluminum Smelters Versus AI Data Centers

by Tyler Durden
May 24, 2025
in Opinions
Reading Time: 2 mins read
Aluminum Smelters

(Zero Hedge)—The ‘Powering Up America’ theme has primarily focused on the surge of AI data centers being plugged into the nation’s electric grid to fuel chatbots and the digital economy. But what’s often overlooked are other major electrification trends, like on-shoring massive aluminum smelters, that will soon compete with AI data centers for power on strained grids.

Emirates Global Aluminium plans to break ground next year on a $4 billion smelter in Oklahoma with an annual capacity of 600,000 tons. The project, expected to take four years to complete, would mark the first new aluminum smelter built in the U.S. in 45 years—aligning with President Trump’s ‘America First’ agenda to re-shore critical mineral supply chains.

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On-shoring and increasing production capacity for critical mineral supply chains are wonderful, especially aluminum, which is used in everything from consumer products to defense weapons. Yet aluminum smelters are among the most energy-intensive industrial plants in the world.

According to the U.S. Aluminum Association, producing one metric ton of aluminum takes nearly 15,000 kilowatt-hours (kWh) of electricity. A modern smelter with a capacity of 750,000 tons, or about the size of the new Oklahoma smelter that will be online at the end of the decade, consumes more electricity than Boston.

Today, we announced the progression of plans to develop the first new primary aluminium production plant in the United States of America since 1980. Construction of EGA’s American primary aluminium plant is expected to begin after a feasibility study and by the end of 2026, with… pic.twitter.com/HEMRpyYgyM

— Emirates Global Aluminium (@egaofficial) May 16, 2025

Reuters spoke with Matt Aboud, Senior Vice President of Strategy and Business Development at Century Aluminum, who explained that the problem for new smelters is locking in long-term competitive power contracts.

Last week, Aboud told attendees at the CRU Aluminium Conference in London that new smelters must secure long-term power contracts to lock in profitability and recoup billions of dollars in construction costs.

Estimates from the Aluminum Association indicate that a new U.S. smelter brought online this decade would need a 20-year power contract with prices locked in around $40 per MWh for the business to be viable.

The push to build new aluminum smelters aligns with broader on-shoring trends and the electrification of American industry. But it’s now colliding with the explosive growth of AI data centers (see: ‘The Next AI Trade’), intensifying the battle for power demand on the nation’s strained grid.

“Any smelter project is in a race with Big Tech, which is on the same hunt for energy to power its next-generation artificial intelligence data centres,” Reuters noted.

Advisor Bullion Surge

Aluminum Association said that Microsoft paid around $115 per MWh to lock in a long-term power deal with Constellation Energy to restart Pennsylvania’s Three Mile Island nuclear plant.

The group added that even reactivating shuttered aluminum lines in the four U.S. states hosting smelters would raise power prices to north of $70 per MWh.

Emirates Global has said the smelter’s construction is contingent on securing a favorable long-term power deal with a local utility in the state.

What’s colliding on the grid—whether from new smelters or AI data centers—is the battle for affordable, reliable power. And that’s why Trump just did this…

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How to Prepare for Food Emergencies if You Don’t Have a Homestead or Bunker

In an unpredictable world, where supply chain disruptions, natural disasters, or economic instability can strike without warning, having a reliable food supply is more than just smart—it’s essential for survival. Whether you’re a “prepper” or not, we all know the golden rule: self-sufficiency is key. But what if you’re living in an apartment, working long hours, or simply don’t have the land to turn into a thriving homestead? Don’t worry; there’s a practical, effective way to build your food security without needing acres of soil or a fortified bunker.

The Ideal Prep: Building Your Own Food Empire

The ultimate dream for any serious prepper is controlling your own food production. Imagine waking up to a sprawling garden bursting with fresh vegetables, fruits, and herbs—tomatoes ripening on the vine, potatoes ready to harvest, and greens that provide nutrition year-round. Add in livestock like chickens for eggs and meat, and you’ve got a self-sustaining system that keeps your family fed no matter what chaos unfolds outside.

This approach isn’t just about calories; it’s about resilience. A well-maintained garden can yield hundreds of pounds of produce annually, while a small flock of chickens might produce dozens of eggs weekly. It’s empowering, cost-effective in the long run, and teaches invaluable skills like crop rotation, animal husbandry, and preservation techniques. If you have the space, time, and resources, starting small and scaling up is the best path to true independence.

The Reality Check: Not Everyone Can Homestead

But let’s face it—not all of us are in a position to go full homesteader. Urban dwellers might be limited to a balcony or community plot that’s far from sufficient for long-term needs. Busy professionals juggling jobs, families, and daily life often lack the hours required for daily tending. And for those in apartments, condos, or regions with harsh climates, raising livestock or maintaining a large garden simply isn’t feasible. Factors like zoning laws, soil quality, water access, or even physical limitations can make this ideal out of reach.

That’s where the frustration sets in. You want to be prepared, but without a homestead or bunker, how do you ensure your pantry doesn’t run dry during a prolonged crisis? The good news is, you don’t have to sacrifice your preparedness goals. There’s a smart, accessible alternative that bridges the gap: investing in high-quality, long-term storage food.

The Smart Alternative: Long-Term Storage Food from Heaven’s Harvest

Long-term storage food is designed for exactly these scenarios—providing nutrient-dense, shelf-stable meals that last for decades without refrigeration or special conditions. It’s the perfect solution for preppers who can’t rely on fresh production but still demand reliability and variety in their emergency stockpile.

At Heaven’s Harvest, they specialize in premium survival food kits that make preparedness effortless. Their products are crafted with the prepper mindset in mind: non-GMO, made in the USA, and packed with real ingredients that taste like home-cooked meals, not bland rations. Whether you’re stocking up for a short-term blackout or a long-haul SHTF event, our kits offer:

  • Extended Shelf Life: Up to 25 years of storage, so you can buy once and forget about rotation worries.
  • Nutritional Balance: High-protein entrees, fruits, vegetables, and dairy alternatives to keep your energy up and health intact.
  • Ease of Preparation: Just add water, and you’ve got hearty meals like beef stroganoff, chili mac, or cheesy lasagna ready in minutes—no garden weeding required.
  • Customizable Options: From individual buckets to family-sized kits, scale your supply to fit your needs and budget.
  • Peace of Mind: Sealed in durable, waterproof containers that protect against pests, moisture, and light.

Unlike generic store-bought cans that spoil quickly or lack variety, Heaven’s Harvest focuses on quality and sustainability. Our food is freeze-dried or dehydrated to lock in flavor and nutrients, ensuring you’re not just surviving but thriving. And for those concerned about allergens or dietary preferences, we offer gluten-free and vegetarian options to keep everyone covered.

Why Wait? Secure Your Food Supply Today

Preparing for food emergencies doesn’t require a homestead or bunker—it requires action. By choosing long-term storage food from Heaven’s Harvest, you’re taking control in a way that fits your lifestyle. Start small with a 72-hour kit to test the waters, or go all-in with a year’s supply for ultimate security.

Visit Heaven’s Harvest today and use code “PATRIOT” for an exclusive discount on your order. Don’t let limitations hold you back; build your resilient future, one meal at a time. Your family will thank you when it matters most.

Tags: AIArtificial IntelligenceLedeStickyTop StoryZero Hedge

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