The Wide Bandgap Chips — Silicon Carbide & Aluminum · The Rocks & Powders — Critical Materials
CENX
Century Aluminumloading…
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Only US primary aluminum producer with green-field expansion plans
What they do
US aluminum smelting has collapsed from ~5 million tons/year in 1980 to ~700,000 tons today. Century is one of the last men standing — Hawesville KY, Sebree KY, Grundartangi (Iceland). Got a $500M DOE grant to build the first new US smelter in nearly half a century — strategic for defense and infrastructure. Highly leveraged to aluminum + power costs.