Century is the only US-headquartered primary aluminum producer and the direct beneficiary of DOE-backed new greenfield smelter in the Ohio Valley funded by IRA Section 48C credits. Tariff and reshoring policy actively favor domestic production. Iceland operations benefit from low-carbon renewable hydropower premium pricing in European markets. Glencore offtake support de-risks marketing.
Thesis reviewed May 29, 2026
Century Aluminum Company is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail ββMining8WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| VALE | Vale S.A. | 16 | -8% | β86% | AVOID |
| AEM | Agnico Eagle Mines Limited | 16 | +18% | β86% | EARLY |
| FM | First Quantum Minerals Ltd. | 16 | -7% | β86% | AVOID |
| TECK | Teck Resources Limited | 16 | +19% | β86% | EARLY |
| AG | First Majestic Silver Corp. | 16 | +13% | β86% | EARLY |
| IVN | Ivanhoe Mines Ltd. | 16 | +17% | β86% | EARLY |
| GOLD | Barrick Gold Corporation | 16 | +11% | β86% | EARLY |
Investors who hold CENX may also have indirect exposure through these country funds.
DOE finalizes $500M conditional loan for Century new smelter
Section 232 tariff renewed and expanded to Mexico imports
Estimates Β· Yahoo Finance Β· Not audited figures