Question · Q3 2025
John Tumazanos inquired about the context of the 10-year Massena energy agreement, specifically regarding rising electricity demand from data centers or new capacity, and whether any infrastructure from the old Massena West plant could be reactivated for aluminum production or other uses.
Answer
William Oplinger, CEO, detailed the Massena agreement provides 20 years of competitive, low-cost green energy, enabling a $60 million bake furnace investment. He acknowledged competition from data centers but emphasized the New York Power Authority's commitment to jobs. He clarified that Massena East (not West) has no pot line for aluminum restart but offers opportunities for data centers/AI due to existing electrical infrastructure.