Karthik Valluru’s Post

As aluminum demand continues to grow, driven by sectors like renewable energy and infrastructure, the industry faces daunting challenges, including rising costs, constrained supply chains, and increasing debt burdens. This article outlines solutions like decarbonization, vertical specialization, and smarter capital deployment to help aluminum producers meet future demand. I’m proud to have coauthored this work with Karthik Valluru, Saurabh Harnathka and Abhishek Bhatia. Explore how aluminum companies can tackle these challenges head-on: https://lnkd.in/dBHn5yKz For more insights on trends shaping the future of industrial sectors, visit our #FutureofProcessIndustries page: https://lnkd.in/dgDkMm_S #Aluminum #EnergyTransition

If you want to sign up for Fastmarkets' webinar on the future of battery raw materials, now is your last chance to do so before the session tomorrow! Use the link below to sign up. #battery #rawmaterials #batterymaterials #future #webinar #insight #learning

The Origami team is at Wood Mackenzie's #WMSESS, leading the conversation on domestic steel frames that mitigate #supplychain risks for U.S. solar energy projects. Our innovative module frames deliver strength, #decarbonization, domestic content and a predictable and transparent supply chain - a bright point in the domestic module manufacturing supply chain discussion. This morning, our Founder Eric Hafter spoke on a panel addressing critical supply chain challenges. As he highlighted, our domestic steel frames eliminate import risks and are on track for Q1 2025 delivery to support the rapid growth in module manufacturing capacity. Some key panel insights, contributed by fellow speakers Martin Pochtaruk, Nick de Vries and Kelsey Coffman: 🔆 Predictable supply chains are the most crucial component for timely energy project delivery 🔆 Domestic sourcing of all components is a priority for module makers like Heliene to strengthen their US manufacturing 🔆 While component costs are relatively stable, shipping and transportation costs are constantly fluctuating 🔆 Tariffs and trade risks continue to impact pricing and constrain demand for modules and components 🔆 Mitigating supply chain risks requires strategic supplier partnerships, domestic sourcing, and rigorous supply audits If you’re interested in learning more about the opportunity for a domestic supply chain, read our white paper here: https://lnkd.in/eS6s2qji

Get the latest industry updates on battery raw materials with Fastmarkets! Stay informed about the fast-paced world of #batteryrawmaterials and #energytransition in the #ElectricVehicles sector. Check it out here: https://okt.to/EwTRMf #Fastmarkets

Achieving a 77% reduction in aluminum industry emissions by 2050 depends on supply chain monitoring. 🫥Transparency. ♻️Recycling. ⚡️Renewables. Are crucial to this transformation.

Learning from the Past: Aluminium Industry Innovation or what HF and CO2 emissions have in common? Fifty years ago, the aluminium industry faced a significant challenge with HF emissions and its devastating impact on vegetation. Some scholars developed new methods to produce aluminium, as covered in this 1973 New York Times article: https://lnkd.in/eFT_kGCg However, dry scrubber technology solved the problem, making other alternatives, like the one described in this paper, obsolete. Best of all, it could be retrofitted to existing smelters. 😎 Today, we face a similar challenge with CO2 emissions. Success in carbon capture technology, when integrated with dry scrubbers, could be the game changer—solving the CO2 problem while being retrofitted to current smelters. 😉 History shows us the power of innovation and pragmatism. Let’s apply that lesson to decarbonize aluminium today. #Decarbonization #CarbonCapture #Innovation #AluminiumIndustry #Sustainability

Global supply chains are fragile, with limited resources available to produce lithium-ion batteries as the world continues to invest in electrification. Geopolitical tensions in the areas where critical materials like nickel, cobalt and graphite are commonly mined and processed are complicating the issue. And when one nation controls 99% of the battery-grade graphite supply, it’s time to take notice and try a new approach. Consequently, the need for a locally sourced and produced energy solution has never been greater. Lithium-sulfur batteries can play a key role, to help countries regain energy independence and move toward a more sustainable future. https://buff.ly/3zHKNi0 #supplychain #logistics #cscmp

Keep up to date with the newest trends in the battery raw materials market. Take a look at Fastmarkets' latest market update for a detailed look at this rapidly changing industry: https://okt.to/PuTkoN #Fastmarkets #batteryrawmaterials #energytransition #ElectricVehicles

Aluminum-ion Battery Global Market in 2024: A Comprehensive Analysis of Opportunities and Threats https://lnkd.in/eiwk777W #marketanalysis #marketresearch #marketresearchreports #businessintelligence

Latest updates in the #BRM markets from Fastmarkets' in-house experts William Adams Robert Searle and Georgi Georgiev: #LithiumPrices and oversupply trends Cobalt value chain dynamics Manganese market's 'wait-and-see' stance Graphite pricing pressures #BlackMass and recycling updates Read the full article here: https://fmrkts.com/47nTGtn #FastmarketsBRM #MarketUpdate