Aluminum Tariff Woes: Between 2 Stocks, 1 Shines Brighter

Group 1: Tariff Impact on Aluminum Industry - The Trump administration announced 25% tariffs on all steel and aluminum products entering the United States, aimed at reducing trade imbalance [1] - The tariffs are expected to benefit Century Aluminum Co., which has a strong historical correlation with job growth during previous tariff implementations [3][4] - Alcoa Corp. faces challenges due to its reliance on Canadian manufacturing, which may lead to potential layoffs if tariff exemptions are not granted [9][10] Group 2: Company Performance and Stock Forecasts - Century Aluminum's stock (CENX) has increased by 71% over the last 12 months and is projected to have a 12-month price forecast of $24.33, indicating a 23.33$35.29 with a 12-month price forecast of $50.17, suggesting a 42.16% upside, despite a 9% decline in 2025 [9][12] - Century Aluminum's strong earnings report showed a 22% year-over-year revenue gain and an 8% increase in earnings per share [5]