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The US needs more aluminium, but new smelters are years away
29 Aug 20266MINS
Primary AL
The US urgently needs more aluminium for its defence sector, but new smelters will take years to come online, while disruptions to high-purity aluminium imports have exposed a more immediate supply vulnerability. The United States is facing a growing aluminium supply challenge that is becoming increasingly important for its defence sector, as rebuilding domestic production capacity remains a long-term process and overseas supply disruptions threaten access to specialised metal. President Don ...
Century Aluminum stock jumps to $45.89, but GuruFocus flags 97% overvaluation
28 Aug 20264MINS
Primary AL
Century Aluminum shares rose 4.4 per cent to USD 45.89 on August 27, extending a strong 2026 rally, but GuruFocus' GF Value model puts the stock's estimated intrinsic value at just USD 23.25. Century Aluminum Co's stock is moving in two very different directions depending on which metric you look at.  On August 27, shares of the US aluminium producer gained 4.4 per cent to USD 45.89, putting the stock up 17.1 per cent year to date and an impressive 102.2 per cent over the past year. Yet, de ...

28 Aug 202614MINS
Downstream
As the EU’s Carbon Border Adjustment Mechanism (CBAM) gradually extends to downstream aluminium processing products, accurate product classification and origin information are becoming increasingly important and directly affect the assessment of potential carbon exposure. Following the analysis in Part I of CN 76042100 aluminium alloy hollow extrusion and CN 76042990 aluminium alloy solid extrusion, this article further focuses on two products under HS 7604 that are relatively small in scale ...
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