Century Aluminum Company (CENX)

Over the past six months, Century Aluminum Co. stock has increased significantly. This performance was influenced by the Q3 2025 earnings report, the Mount Holly Restart Project, analyst rating and price target increases from Wells Fargo and BMO Capital, Glencore's share conversion, and operational challenges such as a transformer failure at the Grundartangi smelter and production instability at Mt. Holly.

The demand for Century Aluminum Co.'s products is primarily driven by industrial sectors such as automotive, aerospace, construction, and packaging. The broader aluminum market is influenced by economic cycles, sustainability trends, construction and infrastructure, annual contracts, and regional premiums.

Century Aluminum Co. is a U.S.-based producer of primary aluminum, serving North American and European industrial markets. It transforms bauxite ore into high-grade metal, producing standard-grade and value-added aluminum products, including Natur-Al™, a low-carbon aluminum product. The company also operates a carbon anode production facility in the Netherlands and holds a 45% stake in the Jamalco alumina refinery in Jamaica.

Century Aluminum Co. operates aluminum reduction facilities in the United States (Hawesville, Kentucky; Sebree, Kentucky; and Mount Holly, South Carolina) and Iceland (Grundartangi). Its bauxite mining and alumina refining operations are located in Clarendon, Jamaica (Jamalco). Additionally, Century Aluminum has a carbon anode production facility in Vlissingen, the Netherlands, and its corporate headquarters are in Chicago, Illinois.

Century Aluminum Company's brand reputation is positively influenced by its focus on sustainability and its position as a key domestic producer. The company is committed to minimizing the environmental impact of its operations and products, and its Icelandic operations have achieved Aluminium Stewardship Initiative (ASI) Certification. However, operational challenges, such as the transformer failure at the Grundartangi smelter, could potentially impact its reputation for reliability.

Century Aluminum Co. has a significant institutional ownership presence. Glencore plc is the largest shareholder, followed by BlackRock, Inc., Vanguard Group Inc, State Street Corp, Dimensional Fund Advisors Lp, Sourcerock Group LLC, Citadel Advisors Llc, and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.