Added to YB: 2026-08-27
Pitch date: 2026-08-25
CENX [neutral]
Century Aluminum Company
-0.57%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Century Aluminum Company, together with its subsidiaries, produces primary aluminum and alumina in the United States and Iceland.
Market Cap
$4.3B
Pitch Price
$44.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.46
P/E
7.25
EV/Sales
1.72
Sector
Metals and Mining
Category
special_situation
US-Canada Tariffs: Finding Investment Opportunities - Century Aluminum Company
CENX (hold): Aurelion Research maintains its Aurelion Index holding on the view that new US-Canada tariffs could benefit CENX, as it says has happened in the past; the company is already running near full capacity and is one of few major aluminum producers with significant US production capacity, so a push toward domestic production should be positive. Higher aluminum prices should support earnings, and a stronger Midwest Premium could provide an additional boost; if tariffs remain in place and the US keeps pushing for more domestic production, the firm thinks both prices and the MWP could move higher.
Read full article (1 min)