Peter said the Mount Holly expansion is scheduled to begin in April, with Century planning to restart the last 25% of idled capacity and ramp it through the second quarter. He said the restart involves 50,000 tons of incremental volume, bringing Mount Holly to about 220,000 tons of annual production, with completion expected by the end of June.In the U.S., Peter said Century has 450,000 tons of capacity once Mount Holly is “up and running,” and noted the company is moving toward 1.4 million tons of nameplat ...

Lewis attributed shipment growth primarily to carbon long and flat-rolled products, adding that Reliance increased gross profit margin year-over-year in those categories. She said the company’s FIFO gross profit margin improved by 90 basis points in 2025 versus 2024 due to pricing discipline and increased mill prices for carbon products supported by “healthy demand.”Lewis said 2025 tons shipped increased 6.2% to a record 6.4 million tons sold, outperforming the industry by more than seven percentage points. ...

Century Aluminum Company (NASDAQ:CENX) is among the Most Volatile Stocks. On February 3, 2026, B. Riley lifted Century Aluminum Company (NASDAQ:CENX)’s price objective to $64 from $37 while maintaining a Buy rating following the sale of the Hawesville facility to TeraWulf. B. Riley said that the minority holding could be worth more than $300 million and described the transaction as mutually beneficial. On January 13, 2026, Wells Fargo elevated Century Aluminum Company (NASDAQ:CENX)’s price objective to ...

Core Viewpoint - Reliance, Inc. is a significant player in the metals service industry, providing a variety of metal processing and distribution services, and competes with major companies like Ryerson Holding Corporation and Olympic Steel [1] Group 1: Company Overview - Reliance operates a network of service centers across North America, offering products such as carbon steel, aluminum, and stainless steel [1] Group 2: Financial Performance - Seaport Global maintained a "Buy" rating for Reliance, increasing the price target from $315 to $340, reflecting confidence in the company's future performance [2][5] - The stock is currently priced at $318.95, with a market capitalization of approximately $16.68 billion [4][5] - During the trading day, the stock fluctuated between a low of $315.24 and a high of $322.15, reflecting market activity [4] Group 3: Earnings Call Insights - RS held its Q4 2025 earnings call, which provided insights into the company's financial performance and strategic direction, highlighting significant achievements or challenges faced during the period [3][5]

Core Viewpoint - The administration is considering a plan to ease tariffs on certain consumer goods while simultaneously protecting U.S. companies from foreign competition [1] Group 1 - The proposed plan aims to balance tariff reductions on consumer goods with measures to safeguard domestic industries [1]

I think he's backing off a bit on the extreme tariffs scarlet and pumped up prices and a lot of expenses for other companies, but specifically for aluminum. The lessons in aluminum are you never want to buy it above 3000 at first traded 3019. In 1988, it pumped above 3000 again this year.And almost always it goes back down to 2000. It's basically an electrified metal. What are the key costs for aluminum is the cost of electricity.And we all know that's going up. But the bottom line is unless you really expe ...

Core Insights - Alcoa Corporation (AA) shares have increased by 65.4% over the past three months, outperforming the industry growth of 59.9% and the S&P 500's growth of 3.8% [1][8] - The stock closed at $63.15, below its 52-week high of $66.95 but significantly above its 52-week low of $21.53, indicating strong market sentiment and confidence in the company's financial health [3] Business Performance - The Aluminum segment is experiencing strong demand, particularly in electrical and packaging markets, with production increasing by 5% year-over-year to 2,319 kilo metric tons in 2025 [11] - Alcoa's Alumina segment is benefiting from improved productivity, although the closure of the Kwinana refinery has impacted production and shipment volumes [13] - The company expects aluminum production in 2026 to be between 2.4-2.6 million tonnes, with shipments anticipated to be in the range of 2.6-2.8 million tonnes [12] Market Dynamics - Increased demand for aluminum is driven by the rise in electric vehicles, rechargeable batteries, and the recovery in air travel, which has led to higher production needs from aircraft manufacturers [9] - The U.S. administration's decision to increase tariffs on imported aluminum to 50% has positively impacted domestic producers like Alcoa by raising aluminum prices [10] Strategic Initiatives - Alcoa is focused on acquiring new assets to enhance organic growth, exemplified by its acquisition of Alumina Limited in August 2024, which strengthens its position in the bauxite and alumina markets [14] - The company is also collaborating with stakeholders to expand production capacities, which is expected to support top-line performance [20] Financial Outlook - Alcoa's forward 12-month price-to-earnings ratio is 12.72X, in line with the industry average, and lower than peers Olympic Steel and Constellium [15] - Earnings estimates for 2026 have increased by 38.5% to $5.18 per share, while estimates for 2027 have risen by 27.4% to $5.26 per share over the past 60 days, reflecting positive analyst sentiment [19][20]

South32 plans to prioritize growth in metals such as copper and zinc over aluminum, where it has decided to shut a major African smelter https://t.co/g6xXPf82nj ...

Financial Performance - The company reported underlying EBITDA of $1.1 billion for H1 FY2026, with a group operating margin of 28.2% [3][6] - Underlying earnings increased to $45 million, and group free cash flow improved to $57 million after a $338 million growth capital investment at the Hermosa project [6] - The balance sheet showed a net debt of $25 million, and the company declared a fully franked dividend of $175 million while increasing its capital management program by $100 million [6][7] Safety and Operational Improvements - The company is experiencing improvements in key safety measures due to its global safety improvement program, with reductions in significant hazard frequency and lag indicators [2] - Production and unit cost guidance for FY2026 remains unchanged for the company's operated assets [3] Project Developments - Construction at the Hermosa/Taylor project is progressing, with vent and main shafts approximately 56% and 41% complete, respectively, and dewatering ahead of schedule [5][10] - The company sees potential copper upside at the Peak deposit, estimating an additional capex of $50 million to $60 million for a potential copper circuit that could extend the Taylor project by roughly 10 years [5][12] Mozal Aluminium and Other Operations - Mozal Aluminium is set to enter care and maintenance in March due to high power costs, with ongoing care costs expected to be around $5 million per year [4][18] - The company reported disappointing performance in Brazil Aluminium, with production guidance of 135,000 tonnes for FY2026 compared to full capacity of 179,000 tonnes [20] Exploration and Growth Opportunities - At Sierra Gorda, an exploration target at Catabela Northeast has been defined, ranging from 1.1 billion to 2.9 billion tonnes, with further exploration planned for 2026 [14] - The feasibility study for a fourth grinding line at Sierra Gorda is nearing completion, which could increase concentrate capacity by about 20% [15]

A major aluminum buyer is on the hunt for about 90 million pounds of the metal, an unusual move that threatens to further tighten a market fractured by President Trump’s tariff measures https://t.co/Hj7nMPX511 ...