Century Aluminum(US:CENX) 智通财经网·2026-01-26 23:23Core Viewpoint - Emirates Global Aluminium (EGA) is partnering with Century Aluminum to build the first new lightweight aluminum production plant in the U.S. since 1980, located in Oklahoma, with an expected annual production of 750,000 metric tons of aluminum [1] Group 1: Company Collaboration - EGA will hold a 60% stake in the joint venture, while Century Aluminum will own the remaining shares [1] - Construction is expected to begin by the end of this year, with production planned to start before 2030 [1] Group 2: Market Impact - The new plant will help reduce U.S. dependence on aluminum imports, which are projected to account for about half of U.S. consumption in 2024 according to the U.S. Geological Survey [1] - The collaboration comes at a time of rising aluminum prices in the U.S., influenced by tariffs imposed by President Trump on imported metals, which have increased costs for domestic consumers [1] Group 3: Financial Considerations - The estimated cost of the plant is expected to exceed $5 billion [1] - Analysts believe that the expenditure is feasible under the current pricing environment, but there are concerns regarding the cyclical nature of the aluminum business and ongoing tariff uncertainties, which may lead the company to consider alternative financing options, including equity financing [1]