Ep. 189 - Aluminum, China, & America’s Supply Chain Future w/Anthony Musto & Ben Carlson

How can a recycled soda can become a national security issue? On this episode of the Washington Signal's Lunch Hour Podcast, host Andrew Langer is joined by Anthony Musto, North American Strategy & Growth Lead at Constellium, and Ben Carlson, Director of the Center for Strategic Industrial Materials at SAFE, for a discussion on aluminum manufacturing, recycling, supply chains, and the growing competition between the United States and China. The conversation explores why aluminum remains one of the most important materials in the modern economy and how recycling infrastructure has become increasingly tied to economic security, energy policy, manufacturing competitiveness, and national defense. Major topics include: • Why aluminum is critical to transportation, aerospace, energy, and defense • The economic and energy benefits of aluminum recycling • America’s growing dependence on imported aluminum inputs • Chinese industrial policy and global aluminum markets • Why millions of tons of aluminum scrap leave the U.S. each year • Supply chain resilience, national security, and critical materials • Recycling infrastructure and sorting technology challenges • The role of permitting reform and industrial policy • Building a stronger domestic manufacturing base The discussion also examines how China has expanded its aluminum production and recycling capacity, why U.S. manufacturers are concerned about scrap exports, and what policymakers can do to strengthen domestic supply chains. Throughout the episode, both guests argue that aluminum recycling should be viewed not simply as an environmental issue, but as an economic and strategic opportunity that can support American manufacturing, reduce energy consumption, and improve supply chain security. 00:00 — Intro + Meet Anthony Musto and Ben Carlson 01:39 — What Constellium does 02:43 — SAFE and strategic industrial materials 03:28 — Why aluminum matters to the modern economy 05:14 — The power of aluminum recycling 06:18 — Manufacturing jobs and economic impact 07:39 — The aluminum scrap export problem 10:00 — AI, energy demand, and supply chain security 11:58 — Why recycling infrastructure matters 16:30 — Permitting reform and recycling facilities 20:21 — Aluminum, energy use, and facility footprints 23:23 — Policy solutions and domestic investment 26:32 — Sorting technology and recycling innovation 30:11 — China’s influence on aluminum markets 33:15 — What policymakers should do next 35:14 — Outside interests and personal stories 37:31 — Closing thoughts Follow us on social mediaX: @TheLunchHourPodInstagram: the_lunchhour_podLinkedIn: Lunch Hour PodcastTikTok: lunchhourpod Find more at Washington SignalYour source for policy, national security, and investigative journalism.https://washingtonsignal.com/