US efforts to revive primary aluminium hinge on securing long-term, industrial-scale power contracts of 500+ MW per smelter, with advocates warning that data centres and hyperscalers are outbidding producers for grid capacity. Imports of Canadian primary aluminium fell from 2,745 kt in 2024 to 1,950 kt in 2025 after Section 232 tariffs rose to 50%, even as Century Aluminum and Emirates Global Aluminium plan the first new US smelter since 1980 in Oklahoma, still stalled pending a power deal. Rio Tinto’s $1.5 billion AP60 low-carbon smelter expansion in Quebec and EU CBAM-driven demand are meanwhile pulling more Canadian hydropower-based metal towards Europe, risking longer-term diversion of supply away from the US.

Edinburgh’s Gold Copper Diamide Extraction (GCDE) process has been exclusively licensed to Lithium Universe, enabling low‑temperature hydrometallurgical recovery of gold and copper from e‑waste using small, reusable organic ligands instead of >1,200°C smelting or cyanide and mercury leaching. The diamide “molecular magnet” first targets gold, followed by a selective copper step, delivering high‑purity metals from printed circuit boards where gold and copper content can exceed US$48,000 per tonne at current prices. Lithium Universe will integrate GCDE into its Precious Metals Recycling Division and sub‑licence the technology globally.

Advanced Magnet Lab has secured a US$2 million, two-year Defense Logistics Agency contract to qualify domestically produced high‑grade sintered NdFeB PM‑Wire magnets, including defence‑grade compositions such as N48SH and N35EH. The Florida firm will develop alloying, supply chain management and advanced manufacturing routes to scale permanent magnet production using its PM‑Wire process, which is designed to fit existing magnet‑making lines. AML is also progressing SmFeN, MnBi, anisotropic NdFeB and (Mischmetal‑Nd)FeB magnets, working with Phoenix Tailings, Ionic Rare Earths and Momentum to reduce critical rare earth content and improve material traceability.