(Zero Hedge)—The ‘Powering Up America’ theme has primarily focused on the surge of AI data centers being plugged into the nation’s electric grid to fuel chatbots and the digital economy. But what’s often overlooked are other major electrification trends, like on-shoring massive aluminum smelters, that will soon compete with AI data centers for power on strained grids.
Emirates Global Aluminium plans to break ground next year on a $4 billion smelter in Oklahoma with an annual capacity of 600,000 tons. The project, expected to take four years to complete, would mark the first new aluminum smelter built in the U.S. in 45 years—aligning with President Trump’s ‘America First’ agenda to re-shore critical mineral supply chains.
On-shoring and increasing production capacity for critical mineral supply chains are wonderful, especially aluminum, which is used in everything from consumer products to defense weapons. Yet aluminum smelters are among the most energy-intensive industrial plants in the world.
According to the U.S. Aluminum Association, producing one metric ton of aluminum takes nearly 15,000 kilowatt-hours (kWh) of electricity. A modern smelter with a capacity of 750,000 tons, or about the size of the new Oklahoma smelter that will be online at the end of the decade, consumes more electricity than Boston.
Reuters spoke with Matt Aboud, Senior Vice President of Strategy and Business Development at Century Aluminum, who explained that the problem for new smelters is locking in long-term competitive power contracts.
Last week, Aboud told attendees at the CRU Aluminium Conference in London that new smelters must secure long-term power contracts to lock in profitability and recoup billions of dollars in construction costs.
Estimates from the Aluminum Association indicate that a new U.S. smelter brought online this decade would need a 20-year power contract with prices locked in around $40 per MWh for the business to be viable.
The push to build new aluminum smelters aligns with broader on-shoring trends and the electrification of American industry. But it’s now colliding with the explosive growth of AI data centers (see: ‘The Next AI Trade’), intensifying the battle for power demand on the nation’s strained grid.
“Any smelter project is in a race with Big Tech, which is on the same hunt for energy to power its next-generation artificial intelligence data centres,” Reuters noted.
Aluminum Association said that Microsoft paid around $115 per MWh to lock in a long-term power deal with Constellation Energy to restart Pennsylvania’s Three Mile Island nuclear plant.
The group added that even reactivating shuttered aluminum lines in the four U.S. states hosting smelters would raise power prices to north of $70 per MWh.
Emirates Global has said the smelter’s construction is contingent on securing a favorable long-term power deal with a local utility in the state.
What’s colliding on the grid—whether from new smelters or AI data centers—is the battle for affordable, reliable power. And that’s why Trump just did this…
Bypass Big Tech Censors
Safeguarding Your American Dream: Discover the Power of America First Healthcare
In today’s economy, healthcare costs remain one of the biggest threats to financial stability and family security. Americans work hard to build a better life, yet rising medical expenses can quickly erode savings, force tough trade-offs, and even push families toward debt or bankruptcy. Medical bills continue to rank as the leading cause of personal bankruptcy in the United States, with millions facing underinsurance or unexpected out-of-pocket burdens that no one plans for. Many turn to government-run marketplace plans under the Affordable Care Act, hoping for relief, only to discover that what appears affordable on paper often delivers higher long-term costs, limited real protection, and coverage that may not align with personal values or family needs.
America First Healthcare stands out as a private insurance agency dedicated to helping conservatives and families secure better coverage and better rates through customized, values-aligned options. By conducting free insurance reviews, the agency uncovers hidden gaps in existing policies and connects clients with private alternatives that emphasize personal responsibility, small-government principles, and genuine affordability—often delivering up to 20% savings while providing stronger protection for the American Dream.
The allure of marketplace plans is easy to understand: open enrollment periods, premium tax credits for many households, and the promise of “comprehensive” benefits mandated by law. Yet recent data reveals a different reality, especially after the expiration of enhanced premium subsidies at the end of 2025. Enrollment for 2026 dropped by more than one million people compared to the prior year, with many shifting to lower-tier bronze plans to keep monthly premiums manageable.
These plans feature significantly higher deductibles—averaging around $7,500 nationally—and greater cost-sharing requirements. Families who once paid modest amounts after subsidies now face average premium increases of $65 or more per month, even as they accept plans that leave them responsible for thousands in upfront costs before meaningful coverage kicks in.
High deductibles create a dangerous barrier to care. Studies show that people in such plans are less likely to seek timely treatment for chronic conditions, attend preventive screenings, or fill necessary prescriptions. A seemingly minor illness or injury can balloon into major expenses when patients delay care until problems worsen. For a family of four, a single hospitalization, cancer diagnosis, or unexpected surgery can easily exceed the deductible, triggering coinsurance and out-of-pocket maximums that still leave substantial bills. One recent analysis noted that some proposed changes could push family deductibles toward $31,000 in future years, further exposing households to financial risk.
Beyond the numbers, marketplace plans often carry structural limitations. Coverage for certain critical services may include waiting periods or narrower networks that restrict access to preferred doctors and specialists. Preventive care is required to be covered without cost-sharing, but everything else—lab work, imaging, specialist visits, or ongoing treatment—typically waits until the deductible is met. This reactive model contrasts sharply with the proactive, holistic approach many families prefer, especially those focused on wellness, early intervention, and maintaining health to enjoy life rather than merely reacting to illness.
Values alignment represents another growing concern. Government-influenced plans operate within a framework shaped by federal mandates and political priorities that may not reflect conservative principles of limited government, personal freedom, and ethical stewardship. Families who want to direct their healthcare dollars toward providers and benefits that honor traditional values sometimes find marketplace options feel misaligned, forcing a compromise between affordability and conviction.
Private alternatives, by contrast, offer year-round flexibility without the restrictions of open enrollment windows. Independent agents can shop across a wider range of carriers to design plans tailored to specific family needs—whether that means lower deductibles for frequent medical users, broader provider networks, or add-ons that support wellness and preventive services from day one. Clients frequently report more stable premiums that do not automatically escalate each year, along with genuine cost savings once the full picture of deductibles, copays, and coverage depth is considered.
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Founder Jordan Sarmiento’s own journey underscores the stakes. In 2021, a six-day hospitalization generated a $95,000 bill. Under a well-structured private “Conservative Care Coverage” plan, his out-of-pocket responsibility would have been just $500. That stark difference illustrates how thoughtful planning and private options can prevent a medical event from becoming a financial catastrophe.
Practical steps exist for anyone questioning their current coverage. Start with a no-obligation review of your existing policy to identify gaps—high deductibles, limited critical-care benefits, or escalating premiums. Compare total projected costs (premiums plus potential out-of-pocket expenses) rather than monthly premiums alone. Consider family health history, anticipated needs, and lifestyle priorities. Private agencies can present side-by-side options that include stronger wellness incentives, broader access, and plans built on shared values of self-reliance and freedom.
In an era when healthcare inflation continues to outpace general cost-of-living increases, relying solely on marketplace solutions carries growing risk. Families who proactively explore private alternatives frequently achieve meaningful savings while gaining peace of mind that their coverage truly works when needed most.
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Ultimately, protecting your family’s future requires looking beyond the marketing of “affordable” government options. By understanding the long-term costs hidden in high deductibles, shifting coverage tiers, and values mismatches, Americans can make empowered choices. Private, values-driven insurance offers a smarter path—one that rewards diligence, supports wellness, and delivers real security. For those ready to move beyond the limitations of traditional marketplace plans, a simple review can reveal options designed to serve families, not bureaucracies. The American Dream thrives when individuals and families retain control over their healthcare decisions, and thoughtful private coverage plays a vital role in making that possible.