3 ms·
And aluminum production near hydroelectricity (all the way to the beginning of hydroelectricity in narrow valleys in the french Alps) and heavy water in Norway
by creer 3y ago
And aluminum production near hydroelectricity (all the way to the beginning of hydroelectricity in narrow valleys in the french Alps) and heavy water in Norway (hydro), and currently aluminum in Iceland (geothermal) and ... well ... same in Saudi Arabia et al (natural gas to electricity to aluminum - still more effective than shipping the gas it seems).
Aluminum is easier to ship than electricity.
What's interesting is that there are more constraints today: Can a deal be made for consistent and low prices in the long run? The data center "unit" these days is pretty large - is there enough power? Is it available 24/7 (problem for wind: a data center can soak up when nearby wind power is cheap but it still has to get predictable power for the rest). A new progress is that location mattered perhaps for most data center: legal and latency. But for "pure compute" in AI tasks, it may matter a lot less: latency might not matter if the process will churm for days. So perhaps Iceland has some data centers in its future - no need to export the aluminum.
There are other weird things about pricing vs exports: California exporting water in the form of almonds. And rice.