Novelis now expects to restart its hot mill in Oswego by the end of December 2025. This is an acceleration of our previously anticipated timing of Q1CY26.

We are dedicating the full strength of our resources to recovery and working 24/7 to restore the hot mill and repair the building. We have made considerable progress over the past few weeks, which has allowed us to accelerate our timing.

We regret the impact this is having on our customers, and we are continuing to take steps to minimize the impact on their operations.

Recovery Progress – Hot Mill
We continue to increase safe access to the hot mill, which has allowed us to better evaluate damage to the equipment. All motors from the hot mill are being inspected and will be reinstalled and tested after any needed repairs.

A large-scale scaffolding project was constructed to facilitate removal and assessment of the hot mill’s major electrical components.

Novelis Procurement teams are working with extreme urgency to order and receive parts needed to repair the mill. Of the 2,455 uniquely affected hot mill parts, approximately 1,900 are already on hand. The others are being ordered and received on-site.

Recovery Progress – Roof/Building
Work to repair the roof and adjacent structural damage began on October 8. Leading up to this, all ductwork was removed, and a 500-ton crane was brought onsite. Additionally, stadium lighting was brought onsite to allow roof repair and rebuild work to take place 24/7.

On Wednesday, October 22, we began installing new trusses (see photos) for the portion of the roof that is being rebuilt, which is about 40,000 square feet, out of a total roof surface of nearly 1.5 million square feet.

All of the water that was used to put out the fire, which was nearly 5 million gallons, has been removed from the facility.

Basements are 85% cleaned and accessible; large-scale cleaning continues throughout the plant zone-by-zone.

Plant Operations
We recently restored power to the Recycling/Ingot Casting area of the plant. As of today, the following production areas are operational: Recycling/Ingot Casting, Cold Mill, Finishing.

We are urgently taking steps to minimize the impact of the recent fire at our Oswego facility on our customers.

We have activated Novelis’ global network of plants and are also partnering with industry peers to source material in order to help mitigate the gap in supply.

At the same time, we are working around the clock to restore the Oswego facility’s hot mill. Based on what we know today, we expect the hot mill to be back in operation in early Q1 of  calendar year 2026.

• The Oswego, New York, location represents Novelis’ first U.S. operation and stands today as the company’s largest, wholly owned fabrication facility in North America.

• Equipped for aluminum scrap remelting/recycling, ingot casting, hot and cold rolling and finishing.

• The plant employs approximately 1,100 individuals.