- Century Aluminum announced plans in early August 2025 to restart over 50,000 metric tons of idled production at its Mt. Holly, South Carolina smelter, investing US$50 million and creating more than 100 new jobs as a direct response to increased U.S. tariffs on aluminum imports.
- This expansion is projected to boost U.S. domestic aluminum production by nearly 10% and return the Mt. Holly plant to full capacity for the first time since 2015, highlighting a renewed focus on domestic manufacturing and local economic growth.
- We'll examine how the Mt. Holly restart, underpinned by new tariffs and local incentives, may shift Century Aluminum's investment narrative.
Rare earth metals are the new gold rush. Find out which 27 stocks are leading the charge.
Century Aluminum Investment Narrative Recap
To own Century Aluminum stock, an investor needs to believe that U.S. aluminum demand and pricing will remain resilient amid shifting global trade conditions, and that operational stability can support earnings growth. The plans to restart the Mt. Holly smelter mark a significant short-term catalyst, as increased domestic output could enhance market share and earnings potential, though execution risks and input cost pressures remain material.
Among recent updates, Century Aluminum's Q2 2025 earnings announcement stands out, showing higher year-over-year revenues of US$628.1 million but a net loss of US$4.6 million. This underscores the current margin pressures and highlights why success at Mt. Holly, and management of operating costs, are key to capitalizing on recent policy-driven tailwinds.
By contrast, the real question investors should watch is whether supply chain vulnerabilities could...
Read the full narrative on Century Aluminum (it's free!)
Century Aluminum's outlook anticipates $2.9 billion in revenue and $323.3 million in earnings by 2028. This forecast is based on a projected annual revenue growth rate of 6.5% and an increase in earnings of $209.8 million from the current $113.5 million.
Uncover how Century Aluminum's forecasts yield a $25.50 fair value, a 9% upside to its current price.
Exploring Other Perspectives
Simply Wall St Community members provided three fair value estimates for Century Aluminum between US$22.13 and US$73.89. While views vary widely, recent margin pressures and earnings volatility could shape how you interpret the company's recovery potential.
Explore 3 other fair value estimates on Century Aluminum - why the stock might be worth over 3x more than the current price!
Build Your Own Century Aluminum Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Century Aluminum research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
- Our free Century Aluminum research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Century Aluminum's overall financial health at a glance.
No Opportunity In Century Aluminum?
Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:
- The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
- Find companies with promising cash flow potential yet trading below their fair value.
- Outshine the giants: these 18 early-stage AI stocks could fund your retirement.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com