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aluminum

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 23, 2025 by Turner Caldwell · across every show →

Everything said about aluminum, oldest first

Jul 23, 2025 positive
Assertion Partly supported
Caldwell: Aluminum is the most consumed metal in defense
“It's actually, like, the number one most consumed metal in defense applications.”
Turner Caldwell Jul 23, 2025 ▶ 44:16 The U.S. Can’t Build AI Without These Materials
Sep 29, 2025
Assertion Contradicted
Power: Electricity accounts for 95% of aluminum manufacturing costs
“Like, 95% of the cost of aluminum is just the kilowatt hour of the power price.”
Chris Power Sep 29, 2025 ▶ 38:15 Anduril CEO: China Has Scale. Can America Catch Up?
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