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 moderate signals.
🇺🇸United States70REDUCEView United States risk detail →⛏Mining6WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| FM | First Quantum Minerals Ltd. | 14 | -7% | ↓65% | AVOID |
| IVN | Ivanhoe Mines Ltd. | 14 | +17% | ↓65% | EARLY |
| MIN.AX | Mineral Resources | 14 | — | ↓65% | NEUTRAL |
| NEM | Newmont Corporation | 14 | +10% | ↓65% | EARLY |
| CX | CEMEX S.A.B. de C.V. | 14 | +5% | ↓65% | NEUTRAL |
| RIO | Rio Tinto plc | 14 | +10% | ↓65% | EARLY |
| SAND | Sandstorm Gold Royalties Ltd. | 14 | +10% | ↓65% | 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 · Yahoo Finance · Not audited figures