The Challenge of Building a New Aluminum Smelting Plant: The Electric Bill
wsj.com
wsj.com
Would a day time only, small batch mill work next to a solar farm in Texas? Is there away to avoid running this all night?
Can you pay your staff enough, automate the plant enough that you get out of the seasonal cycle (long days in summer short in winter).
And before someone says nuclear like the commenter at the end of the article, that looses out of the gate on price.
Here is a current example of marketing hype around this: https://www.primetals.com/portfolio/mini-mills/mini-mills-fo...
They arent new, but they did kill big steel in America: https://www.construction-physics.com/p/no-inventions-no-inno... (long but a great read).
I would have thought that aluminum would have gone this way as well.