First Movers Coalition Aluminium Commitment

The mission of the First Movers Coalition (FMC) is to advance the most critical emerging climate technologies required for deep decarbonization of the world’s heavy-emitting sectors. To do this, FMC is building early market demand for such technologies by 2030, in order to help scale and catalyse their mainstream adoption for carbon-intensive sectors. Primary commitment details (Mandatory for FMC aluminium members) All members of the First Movers Coalition Aluminium sector commit to procuring low-carbon primary aluminium (99.7% purity)1 satisfying the following criteria: - Primary aluminium with a carbon footprint of less than 3 tonnes of CO2e per tonne of aluminium produced, including all emissions covered by the sector-specific carbon footprint methodology for primary aluminium by the International Aluminium Institute (IAI).2 o The IAI methodology boundary includes, “unit processes [of] bauxite and/or other ores mining, alumina production (hydrate production & calcination), anode production, electrolysis, ingot casting, raw materials transport, electricity generation, and waste processing. It also includes the production of ancillary materials and fuels required for primary aluminium production. It does not include the stages of “production of semi-finished products from raw material”, “use” and “end-of-life.” - Primary aluminium (satisfying the FMC threshold) may follow identity preserved3 or segregated4 chain of custody models. Controlled blending5 and site-level mass balance6 chain of custody models may also be used given that emissions claims are tracked (e.g., via a registry) and verified by a third party to provide transparency, avoid double counting, and ensure accuracy. Group-level mass balance and book & claim7 chain of custody models are not applicable to the FMC aluminium commitment at this time.8 Decisions made within the transport sector regarding alternative chain of custody approaches can also be applied to the transport-related emissions of materials in other FMC sectors such as aluminum. This promotes consistency across sectors and reflects the interconnected nature of supply chains. An overview of which chain of custody model is allowed in which sector can be found here. In addition, the First Movers Coalition has established high-level, cross-sector guardrails that must be followed when implementing chain of custody models and can be found here. - Primary aluminium emitting less than 3 tonnes of CO2e per tonne of aluminium produced as measured by the designated methodology can be produced using any technological pathway. Leading analysis indicates that the commitment is most likely to be achieved with clean technologies for direct emission reductions (such as inert anodes, carbon capture, carbo-chlorination, among other technologies) paired with low carbon power for electrified/hydrogen-ready processes. First Movers Coalition – Aluminium commitment The First Movers Coalition has set the following ambitious commitments for purchasers of primary aluminium. Companies joining the FMC Aluminium sector each take the following pledge: – "At least 10% of all our primary aluminium volumes procured per year will be low-carbon (as per definition below) by 2030." In addition, FMC Aluminium members are invited to undertake an optional commitment to encourage the use of recycled / secondary aluminium: – "In addition to our primary commitment, at least 50% of the total mass of our aluminium procured per year will be from recycled / secondary aluminium by 2030." Aluminium