Century Aluminum
$1.5b Quebec AP60 expansion puts Rio Tinto at heart of low-carbon aluminum race
The low-carbon aluminum market has stepped into a more competitive phase as producers invest in cleaner smelting technologies, renewable power and new downstream applications. Rio Tinto’s $1.5 billion AP60 smelter expansion in Quebec is the latest major development, adding around 160,000 metric tons per annum (MPTA) of primary aluminum capacity when fully operational by the end of 2026. The project will lift total AP60 production at Complexe Arvida to about 220,000 MPTA while supplying lower-carbon aluminum to transportation, construction, electrical and consumer-goods customers. The Quebec expansion is expected to cut emissions by approximately 290,000 MPTA compared with the older Arvida technology, strengthening the case for energy-efficient, hydropower-based primary aluminum...
AL Circle Analysis: Bauxite developments, alumina trade & primary aluminium market dynamics across Australia, Guinea, US & India
The aluminium industry is entering another phase of supply-chain repositioning. Across bauxite, alumina and primary aluminium, companies are investing in new resources, consolidating strategic assets and expanding processing capacity, while governments are increasingly treating domestic supply as a strategic priority. The latest developments from Australia, Guyana, Guinea, Indonesia, the US and India point to a market where resource security, processing location and control over supply chains are becoming as important as production growth. At the same time, new trading mechanisms and changing investment patterns are beginning to influence how aluminium and its raw materials reach the market. Bauxite supply expands, but securing the right tonnes is becoming harder In Western Australia, VBX...
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15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
India Mining Week 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
India Mining Week 2026
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREGermany’s construction aluminium demand falls 12%, but 2027 recovery and recycling offer fresh growth prospects
AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
AL Circle Analysis: From Guinea to Gulf, how bauxite, tariffs and logistics redraw aluminium map
India’s bauxite imports jump 129.5% in H1 2026: Quality gap, refinery expansion outpace 25Mt domestic output
Who’s holding up Germany’s aluminium game? Meet EGA, Hydro and Constellium
News
Oklahoma Primary Aluminum releases $49b economic impact study for proposed Inola smelter
Oklahoma Primary Aluminum has released a new economic impact study for its proposed USD 4 billion primary aluminium facility at the Tulsa Port of Inola, projecting a cumulative USD 49 billion contribution to the state’s economy through 2060. The study, prepared by Regional Economic Models Inc, describes the project as a “generational economic anchor” for northeastern Oklahoma, with thousands of jobs, higher household income and significant annual additions to state and national GDP. It was published as the developers face a local construction moratorium, a planned referendum and ongoing environmental and legal reviews. Scale and economic impact The joint venture between Emirates Global Aluminium and Century Aluminum says the 750,000-metric-tonne-per-year smelter would: Generate...
From Oklahoma to Quebec: Inside North America’s million-dollar aluminium buildout
North America’s aluminium industry is entering a new era in 2026. As the US races to rebuild primary smelting capacity from near-zero, Canada pairs expansion with low-carbon innovation and recycling. From a USD 4 billion Oklahoma smelter to Quebec’s newly commissioned AP60 plant, here’s how each nation’s projects stack up. The US: Rebuilding primary aluminium capacity The biggest project is the Century Aluminum-Emirates Global Aluminium (EGA) joint venture of a 750,000-tonne-per-year primary aluminium smelter planned in Inola, Oklahoma. Announced in January, the investment of around USD 4 billion would become the first new US primary aluminium smelter in almost 50 years and more than double current domestic primary production. The US is also strengthening upstream resilience. The federal...
Inola aluminium smelter timeline stretches to April 2027 after new moratorium, US capacity push continues
The proposed USD 4 billion aluminium smelter in Inola, Oklahoma, has entered another review phase as the US continues efforts to strengthen domestic aluminium production. Inola town trustees have unanimously extended the moratorium on the project through April 7, 2027, giving the proposed development a longer pause as local concerns and legal challenges continue to be considered. The latest decision extends the 60-day moratorium approved on June 29, which was originally due to expire on September 28. The town has also voted to put a proposed ordinance banning primary aluminium smelting within Inola city limits before voters on April 7, 2027. Inola project comes after years of efforts to strengthen domestic aluminium manufacturing. Section 232 tariffs, introduced in 2018, aimed to reduce...
DOJ backs $4b Oklahoma aluminium smelter as legal debate intensifies
The US Department of Justice has urged a court to dismiss Oklahoma Attorney General Gentner Drummond’s lawsuit filed on the proposed USD 4 billion Oklahoma aluminium smelter, arguing that the project would strengthen national and economic security. The move comes as the joint venture of Emirates Global Aluminium (EGA) and Century Aluminum facility in Inola faces separate legal roadblocks over environmental impacts and federal funding. In court filings, the Justice Department stated the federal government has worked with Oklahoma “to ensure compliance with federal laws” and argued that the project’s environmental concerns should be addressed through the permitting process. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to...
Century Aluminum stock jumps to $45.89, but GuruFocus flags 97% overvaluation
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, despite the strong momentum, GuruFocus' valuation model considers Century Aluminum considerably overvalued at its current price. The platform's GF Value stands at USD 23.25, compared with the stock's USD 45.89 price. That represents a 97.4 per cent premium to its estimated GF Value, highlighting the gap...
US tariffs encourage aluminium manufacturing, but Oklahoma smelter faces opposition
The US' push to rebuild its domestic aluminium industry has been underway for years, with tariffs playing a central role in the strategy. But as Washington tries to attract new smelting investment, opposition to a major proposed project in Oklahoma is raising questions about how easily the country can expand its aluminium capacity. The Section 232 tariffs, introduced in March 2018, were aimed at reducing US dependence on imported aluminium, which the government viewed as a national security risk. The policy also sought to revive idle smelters, attract new investment and strengthen the domestic supply chain. The policy was tightened in 2025, when the US raised aluminium tariffs to 50 per cent for imports from most countries, giving greater protection to domestic producers. To know the...
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