PV frame materials face regulatory and supply-chain pressures, with aluminum under pressure but alternatives like steel and glass-composite frames gaining attention.
US aluminium is set for a comeback but faces hurdles like power demand and pollution concerns, with tariffs helping spur growth amid a global supply deficit.
Oklahoma AG sues to block a $4B, 750k tpy aluminum smelter that would draw ~1 GW of power, involve foreign ownership, and face regulatory and political headwinds that could impact its viability and state electricity dynamics.
Aluminum prices have risen about 20%, and recycling startups are using AI to improve recovery of aluminum and other critical minerals to unlock a larger supply.
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