Financial Data and Key Metrics Changes - The company achieved record quarterly adjusted EBITDA of over $105 million in Q1 2022, a 30% increase over Q4 2021 [6] - Net sales increased by 14% for the quarter, reflecting strong operational performance [6][22] - Liquidity from available cash and credit facilities was $154 million at the end of Q1, a $54 million increase from the prior quarter [23] Business Line Data and Key Metrics Changes - Quarterly shipments increased by 5% from Q4 2021, marking the highest level since 2015, driven by expansion projects at Mt. Holly and Hawesville [7][22] - Adjusted EBITDA increased by $23 million sequentially, with realized LME prices up $158 per ton compared to the prior quarter [24][26] Market Data and Key Metrics Changes - The global aluminum market is forecasted to remain in a deficit of over 1 million tons in 2022, with a projected 4.3 million ton deficit in the US and a 3.7 million ton deficit in Europe [12] - The LME price of aluminum averaged $3,200 per ton in Q1, with strong demand expected to continue [15] - Regional premiums in the US and Europe reached record highs, with the European duty paid premium at $610 per metric ton and the Midwest premium at $870 per metric ton [14] Company Strategy and Development Direction - The company plans to move forward with several debottlenecking projects in Sebree and Mt. Holly, expecting to increase build capacity by over 10,000 metric tons in 2023 and beyond [17] - Capital allocation plans include approximately $10 million for investment CapEx projects, primarily related to the casthouse debottlenecking projects [34] Management's Comments on Operating Environment and Future Outlook - Management noted that power curtailments in Iceland have ended, and production is expected to return to full capacity by May [8] - The company anticipates higher US energy prices in Q2, which could impact EBITDA by approximately $45 million compared to Q1 [29] - Management remains optimistic about the market fundamentals, expecting continued strong demand and pricing dynamics [12][15] Other Important Information - The company reported a one-time increase in relining costs expected in Q2 due to the restart of curtailed pots [9] - The cash position remained relatively flat, with CapEx spending of $26 million in Q1 [27] Q&A Session Summary Question: Thoughts on the aluminum market and China's exports - Management indicated that restarts in China are progressing as expected, but no significant pressure from exports has been observed yet [37][38] Question: Deferred OpEx in Q1 and its impact on Q2 - Management explained that deferred maintenance projects and relining costs from Iceland will result in a spike in Q2 operating expenses [44][45] Question: Compensation structure and shareholder perspective - Management confirmed that compensation is heavily weighted to stock price performance, acknowledging the need for improved stock performance [48][49] Question: Understanding Icelandic power market link to European prices - Management clarified that Iceland's power costs are linked to LME and Nord Pool prices, with some exposure to European price trends [54][55] Question: Inventory levels and capital allocation for M&A - Management noted that tight inventory levels are reflected in regional premiums, and while M&A is a consideration, no specific targets are currently in mind [62][64]

Century Aluminum Company 4 th Quarter Earnings Call February 24, 2022 Cautionary Statement This presentation and statements made by Century Aluminum Company management on the quarterly conference call contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are statements about future events and are based on our current expectati ...

Century Aluminum Co (NASDAQ:CENX) Q4 2021 Earnings Conference Call February 24, 2022 5:00 PM ET Company Participants Peter Trpkovski - Finance Manager Jesse Gary - President, CEO & Director Craig Conti - EVP, CFO & Principal Financial Officer Conference Call Participants David Gagliano - BMO Capital Markets Timna Tanners - Wolfe Research Lucas Pipes - B. Riley Securities John Tumazos - John Tumazos Very Independent Research Operator Good evening. Thank you for attending today's Century Aluminum Company Four ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-34474 CENTURY ALUMINUM COMPANY (Exact name of registrant as specified in its charter) Delaware 13-3070826 (State or other jurisdiction of incorporation or organization) (IRS Empl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Title of each class: Trading Symbol(s) Name of each exchange on which registered: Common Stock, $0.01 par value per share CENX Nasdaq Stock Market LLC (Nasdaq Global Select Market) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transit ...

Century Aluminum Company (NASDAQ:CENX) Q3 2021 Earnings Conference Call November 3, 2021 5:00 PM ET Company Participants Peter Trpkovski - Director of Financial Planning and Analysis Jesse Gary - President and Chief Executive Officer Craig Conti - Executive Vice President and Chief Financial Officer Shelly Harrison - Senior Vice President of Finance and Treasurer Conference Call Participants Lucas Pipes - B. Riley Securities, Inc. David Gagliano - BMO Capital Markets John Tumazos - Very Independent Research ...

Century Aluminum Company 3 rd Quarter Earnings Call November 3, 2021 Cautionary Statement This presentation and statements made by Century Aluminum Company management on the quarterly conference call contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are statements about future events and are based on our current expectatio ...

Century Aluminum Company 2 nd Quarter Earnings Call August 4, 2021 Cautionary Statement This presentation and statements made by Century Aluminum Company management on the quarterly conference call contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are statements about future events and are based on our current expectations ...

Century Aluminum Company (NASDAQ:CENX) Q2 2021 Earnings Conference Call August 4, 2021 5:00 PM ET Company Participants Peter Trpkovski - Director, Financial Planning and Analysis Jesse Gary - President and CEO Craig Conti - Executive Vice President and CFO Shelly Harrison - Senior Vice President and Treasurer Conference Call Participants David Gagliano - BMO Capital Markets Lucas Pipes - B. Riley Securities John Tumazos - Very Independent Research David Gagliano - BMO Capital Markets Operator Hello. And wel ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Title of each class: Trading Symbol(s) Name of each exchange on which registered: Common Stock, $0.01 par value per share CENX Nasdaq Stock Market LLC (Nasdaq Global Select Market) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition p ...