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.
🇺🇸United States82EXITView United States risk detail →⛏Mining6WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| AEM | Agnico Eagle Mines Limited | 15 | +18% | ↓90% | EARLY |
| GLEN | Glencore plc | 15 | +17% | ↓90% | EARLY |
| ALB | Albemarle | 15 | +18% | ↓90% | EARLY |
| AA | Alcoa Corporation | 15 | -7% | ↓90% | AVOID |
| AG | First Majestic Silver Corp. | 15 | +13% | ↓90% | EARLY |
| GOLD | Barrick Gold Corporation | 15 | +11% | ↓90% | EARLY |
| RIO | Rio Tinto plc | 15 | +10% | ↓90% | 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