Century's Q3 results show lower shipments yet stronger pricing tailwinds
Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.
Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.
The latest International Aluminium Institute data for September show global production
EGA-Spectro Alloys has begun the second phase of its Rosemount, Minnesota expansion, adding a second wave of billet-casting capacity to the facility that began producing billets earlier this year.
Century Aluminum makes another step toward restarting idle capacity at Mt. Holly in South Carolina.
Indonesia is grabbling a lot of attention these days, thanks to ambitious plans by Chinese investors to bet big on aluminum smelting. This is not the first time that Indonesia has captured the attention of the aluminum industry.
Arconic's Davenport expansion has doubled its high-purity aluminum capacity, a development that fills part of the void left by Century's idled Hawesville smelter and an opaque import market.
Debates are underway on how to get more supply to electric grids
Canada's new Strategic Response Fund for tariff-hit industries has triggered sharp criticism, drawing in questions over subsidies, trade imbalances, and whether U.S. and Canadian aluminum markets are as different as an industry group suggets.
Recent IEA data underscores an erratic electricity supply mix alongside sharply rising demand, with future prices signaling poor economics for operating an aluminum smelter and pointing instead to behind-the-meter generation backed by outside financing.
Private equity-backed moves by Fulton Asset Management and KPS Capital Partners highlight how consolidation is reshaping North American extrusion capacity, with strategies aimed squarely at construction and industrial end markets.