Aluminomics: Powering Electrification and Pricing It

C-MACC Weekly Sustainability and Energy Transition Report

Aluminomics: Powering Electrification and Pricing It

• 1st Topic of the Week: Electrification is tightening aluminum’s structural balance; are supply chains prepared for constrained capacity, elevated premiums, and consumer price inflation later this decade?
• 2nd Topic of the Week: As global electrolyzer overcapacity collides with volatile power markets and policy compression, which integrated platforms secure bankable cash flows and which trap misallocated capital?
• Otherwise, power markets tighten as capex surges, global PCR supply strains, EU costs compress, biofuel rules reset, and circular targets shrink, accelerating return dispersion toward de-risking in 2026.

Exhibit 1: C-MACC clean energy minerals index extends rally as aluminum’s structural tightness deepens.

Source: Bloomberg, C-MACC Analysis, February 2026

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