Core Viewpoint - Emirates Global Aluminium (EGA) and Century Aluminum Company have entered into a joint development agreement to establish the first new primary aluminum production plant in the U.S. since 1980, named Oklahoma Primary Aluminum [1][2] Group 1: Project Overview - The Oklahoma Primary Aluminum project is expected to double U.S. primary aluminum production and position Oklahoma as a national center for aluminum-related manufacturing [2] - The new plant in Inola is projected to produce 750,000 tonnes of aluminum annually, significantly exceeding previous estimates and more than doubling current U.S. production levels [3] - The construction of the plant will create 1,000 permanent direct jobs and 4,000 jobs during the construction phase [3] Group 2: Strategic Importance - Establishing an aluminum hub in Oklahoma aims to strengthen and shorten the supply chain for aluminum, which is critical for various American industries [4] - The partnership is expected to attract new infrastructure investments and create jobs in adjacent industries, highlighting the multiplier effect of revitalizing domestic production [4] - U.S. Aluminum has signed an agreement with EGA and Century Aluminum to explore the development of an aluminum fabrication plant near the new smelter, focusing on producing products for multiple industries including electrical, defense, aerospace, automotive, and machinery [5][6] Group 3: Timeline and Future Outlook - Construction of the Oklahoma Primary Aluminum plant is anticipated to commence by the end of 2026, with the first primary aluminum production expected by the end of the decade [6]

Core Viewpoint - Alcoa Corp is planning to sell 10 of its closed or curtailed sites to the data centre industry, with the first sale expected by the end of June [1] Group 1: Company Strategy - Alcoa's CEO, Bill Oplinger, stated that the company is focused on maximizing value and minimizing liabilities when selling assets [1] - The company is exploring the potential impact of AI on the valuations of its individual sites [1] Group 2: Market Context - Aluminium producers face competition for electricity supplies from data centres, which are energy-intensive [1] - High aluminium prices have not diminished demand in the U.S., but low alumina prices have resulted in 50% of global refineries being cash negative [1] - This situation is expected to lead to cutbacks in alumina production, although Alcoa does not plan to reduce its output [1]

Peter said the Mount Holly expansion is scheduled to begin in April, with Century planning to restart the last 25% of idled capacity and ramp it through the second quarter. He said the restart involves 50,000 tons of incremental volume, bringing Mount Holly to about 220,000 tons of annual production, with completion expected by the end of June.In the U.S., Peter said Century has 450,000 tons of capacity once Mount Holly is “up and running,” and noted the company is moving toward 1.4 million tons of nameplat ...

U.S. Aluminum Company is new venture founded by Oklahoma City-based Plotkin Family, owners of leading aluminum fabrication company M-D Building ProductsINOLA, Okla., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Local firm U.S. Aluminum Company has signed an agreement with EGA and Century Aluminum, the companies behind the planned primary aluminum production plant in Inola, Oklahoma, to explore the development of an aluminum fabrication plant near the new smelter. Click here to download photos of leaders from the three ...

Century Aluminum Company (NasdaqGS:CENX) Conference February 24, 2026 08:15 AM ET Company ParticipantsPeter Trpkovski - EVP and CFOOperatorHello, everyone. Next up, we have Century Aluminum. Century is one of the largest U.S.-based or the largest U.S.-based primary aluminum producer. With us today is CFO, Peter. Peter, over to you.Peter TrpkovskiThank you, Katya. Good morning, everyone. We're Century Aluminum Company. We are the current U.S. largest aluminum primary producer today. As you can see here on th ...

1 BMO Global Metals, Mining & Critical Minerals Conference February 24, 2026 Cautionary Statement Certain statements in this presentation, and those made by Century Aluminum Company management on the quarterly conference call, relate to future events and expectations and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "expect," "hope," "target," "anticipate," "intend," "plan," "seek," "estimate," "potential," "project," "s ...

Core Insights - Century Aluminum Company (CENX) reported earnings of 2 cents per share for Q4 2025, missing the Zacks Consensus Estimate of $1.25 and down from 47 cents in the prior year [1][6] Group 1: Revenues and Shipments - CENX reported net sales of $633.7 million, a 0.4% increase year over year, but below the Zacks Consensus Estimate of $737.9 million [2][6] - Primary aluminum shipments were 140,257 tons, representing a decline of approximately 16% year over year [2][6] Group 2: Financials - At the end of Q4 2025, CENX had cash and cash equivalents of $134.2 million, down 11.4% from the previous quarter [3] - Net cash provided by operating activities for the twelve months ended December 31, 2025, was $183.6 million [3] Group 3: Q1 Outlook - The company forecasts Q1 2026 adjusted EBITDA to be in the range of $215 million to $235 million, driven by increased metal pricing and regional premiums, but offset by higher energy costs in the U.S. due to Winter Storm Fern [4][6] Group 4: Stock Performance - Shares of Century Aluminum have increased by 183.8% over the past year, compared to the industry's growth of 45.7% [5][6] Group 5: Zacks Rank - CENX currently holds a Zacks Rank of 1 (Strong Buy) [8]

Group 1 - Century Aluminum Company will have its President and CEO, Jesse Gary, present at the BMO Global Metals, Mining, & Critical Minerals Conference on February 24, 2026, at 8:15 a.m. EST [1] - A real-time audio webcast of the conference session will be accessible on the "Investors" section of Century's website [1] Group 2 - Century Aluminum Company is headquartered in Chicago, IL, and operates primary aluminum smelting facilities in the United States and Iceland [2] - The company is the majority owner and managing partner of the Jamalco alumina refinery located in Jamaica [2]

Core Viewpoint - Century Aluminum Company supports the U.S. Supreme Court's decision regarding tariffs under the International Emergency Economic Powers Act (IEEPA) and emphasizes the importance of these tariffs in promoting American industry and jobs [1][2]. Group 1: Company Commitment and Actions - Century Aluminum stands firmly behind President Trump's America First trade policies, which have been crucial for leveling the playing field for American industries and restoring the U.S. industrial base [2]. - The company is the largest producer of aluminum in the United States, smelting nearly 60% of the country's primary aluminum and employing more American primary aluminum workers than any other company [3]. - Century Aluminum plans to invest billions in new and expanded production at its Mt. Holly and Oklahoma smelter projects, contributing to the growth of U.S. aluminum production [3][4]. Group 2: Production Expansion and Job Creation - The company is set to increase total U.S. primary aluminum production by almost 10% through the expansion of its Mt. Holly, S.C. smelter [4]. - Century Aluminum is planning to build the first new American aluminum smelter in nearly 50 years in Inola, Oklahoma, which will double U.S. production and create over 1,000 permanent jobs and 4,000 construction jobs [4].

Core Viewpoint - The industrial sector is experiencing positive momentum in 2026, driven by improved economic visibility and investor interest in cyclical stocks, with notable gains in the State Street Industrial Select Sector SPDR ETF (XLI) which has risen 12.8% year to date [2]. Group 1: Industry Overview - The U.S. manufacturing activity has shown resilience, with leading indicators like new orders and capital spending stabilizing, encouraging investment in companies poised for economic growth [3]. - Easing input cost pressures and enhanced supply chain efficiency have improved margins for diversified industrial firms, while steady infrastructure spending continues to support demand, particularly for engineering and construction companies [3]. - Defense and aerospace stocks are benefiting from sustained government spending and a robust commercial aviation cycle, while transportation companies are seeing improvements in freight volumes and global trade normalization [4]. Group 2: Investment Opportunities - Kaiser Aluminum Corp. (KALU) is highlighted as a strong buy with an expected earnings growth rate of 142.6% for the current year, and a Zacks Consensus Estimate increase of 3.8% over the past 60 days [7]. - The Gorman-Rupp Company (GRC) is noted for its expected earnings growth rate of 8.4% for the current year, with a Zacks Consensus Estimate increase of 3.1% over the past 60 days [8]. - Century Aluminum Company (CENX) is projected to have an impressive earnings growth rate of 312.3% for the next year, with a Zacks Consensus Estimate increase of 42.1% over the past 60 days [9][10].