# Alcoa industrial expansion in Western Australia

> Live situation record from CLSTR: https://clstr.news/situations/alcoa-industrial-expansion-in-western-australia
> Updated: 2026-08-23T20:30:18.000Z. Sources: 4. Developments: 2.

Alcoa is expanding its industrial operations and resource security in Western Australia through new energy and mineral projects.

In mid-August 2026, Equus Energy signed a binding 10-year gas sales agreement with Alcoa to support a proposed gas project on the North West Shelf. The deal, valued between $1.1 billion and $1.46 billion, involves supplying approximately 50 terajoules of gas per day to Alcoa and provides Equus with up to US$30 million in funding for engineering design.

Shortly thereafter, Alcoa commenced construction on a gallium recovery project at its Wagerup Alumina Refinery. This initiative aims to establish Australia as a significant global supplier of gallium, potentially contributing up to 10 per cent of the total global supply for use in semiconductor and defense technologies.

## Claims

- Alcoa has begun construction on the Alcoa-Sojitz gallium recovery project. (corroborated by 2 sources)
- The gallium recovery project is located at the Wagerup Alumina Refinery in Western Australia. (corroborated by 2 sources)
- The facility is expected to produce up to 10 per cent of the global gallium supply once operational. (single source)

## Timeline

### 2026-08-23: Alcoa begins construction on Western Australia gallium project

Alcoa has begun construction on a gallium recovery project at its Wagerup Alumina Refinery in Western Australia, which could eventually supply 10 per cent of the global gallium market.

4 sources. https://clstr.news/cluster/alcoa-begins-construction-on-western-australia-gallium-project

### 2026-08-14: Equus Energy signs 10-year gas supply deal with Alcoa

Equus Energy has secured a 10-year gas sales agreement with Alcoa for its Western Australia gas project, providing up to US$30 million in development funding.

3 sources. https://clstr.news/cluster/equus-energy-signs-10-year-gas-supply-deal-with-alcoa

---
Cite as: Alcoa industrial expansion in Western Australia. CLSTR, https://clstr.news/situations/alcoa-industrial-expansion-in-western-australia
