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The VanEck Steel ETF and State Street Materials Select Sector SPDR swung sharply last week as U.S.-Canada tariff tensions escalated

TeraWulf recently received approval from the Kentucky Public Service Commission for a Retail Electric Service Agreement supporting up to 482 megawatts at its Justified Data Campus in Hancock County, reusing the former Century Aluminum Hawesville site and assigning project-specific power and infrastructure costs directly to the company. The authorization underpins an estimated US$4.00 billion to US$4.50 billion of site and initial data hall investment, highlighting how large-scale AI and...

Investing.com -- Canada could not fully meet U.S. aluminium import requirements, even if it redirected all domestic production south of the border, Morgan Stanley said in a research note examining potential tariff relief.

Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum could be winners from U.S.-Canada trade talks breaking down. Last week those stocks tumbled on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum. New 50% tariffs on a $20 billion worth of Canadian goods, including liquor, electrical equipment and hockey gear, took effect on Saturday.

The U.S. and Canada are reportedly nearing a tentative trade deal that would lower tariffs on certain Canadian steel and aluminum exports from 50% to 25%.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

Mt. Holly expansion drives aluminum shipments up 6% as realized prices surge $350 per ton.

CENX posted a sharp Q2 profit increase as higher aluminum prices and shipments drove EBITDA to $326.9M, despite a sales miss.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

The company is expecting to benefit from the Trump administration’s onshoring program, which offers a reduced tariff rate of 25% for primary aluminum imports as a result of the project. The smelter is slated for completion in 2029.

Century Aluminum earnings spark fresh look at the stock Century Aluminum (CENX) posted Q2 2026 results on August 6, with revenue of $752.1 million and net income of $249.3 million, compared with a net loss in the prior year period. The first half of 2026 also showed higher revenue of $1,401.3 million and net income of $586.8 million, compared with much lower profit a year earlier, giving investors new financial data to assess the stock. See our latest analysis for Century Aluminum. Century...

In the past week, Century Aluminum Company reported second-quarter 2026 results showing revenue of US$752.1 million and net income of US$249.3 million, a shift from a small net loss a year earlier. The company also achieved full utilization of its smelting assets for the first time in over a decade and secured future tariff relief supporting its planned Oklahoma smelter project, reshaping its operational and policy backdrop. Now we’ll explore how Century Aluminum’s move to full operating...

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

Century Aluminum Co (CENX) posts $327 million adjusted EBITDA, strengthens balance sheet, and advances key growth projects amid robust market conditions.

Moby summary of Century Aluminum Company's Q2 2026 earnings call

Century Aluminum (NASDAQ:CENX) reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland. The company said second-quarter shipments rose 6% from the prior quarter t

Century (CENX) delivered earnings and revenue surprises of -0.42% and -9.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NN (NNBR) delivered earnings and revenue surprises of +175.00% and +10.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

CENX's Q2 outlook hinges on stronger aluminum prices, but rising costs, restart expenses and commodity dependence may cloud the earnings picture.

In the span of a few months, REalloys landed a landmark U.S. Army partnership, closed $100 million in institutional financing, joined the Russell 3000, locked in feedstock deals covering billions of tonnes of material, and initiated qualification of defense-grade rare earth materials

Century Aluminum recently celebrated the expansion of its Mt. Holly aluminum smelter in South Carolina, an upgrade that lifts U.S. primary aluminum output by around 10% and increases the plant’s workforce to more than 600 employees. This expansion, closely tied to the federal Section 232 national security tariff on aluminum and backed by high-profile government participation, underscores how trade policy is actively reshaping domestic production capacity in the U.S. aluminum industry. Next,...

Century Aluminum (CENX) is back in focus after U.S. officials joined company leadership in South Carolina to mark the expansion of its Mt. Holly smelter, a project tied to Section 232 aluminum tariffs. See our latest analysis for Century Aluminum. The Mt. Holly expansion headlines arrive as Century Aluminum’s share price sits at US$46.21, with a 7 day share price return of 11.35% but a 90 day share price return that is down 23.92%. The 1 year total shareholder return is 101.79%, signaling...

Century Aluminum is expanding its Mt. Holly smelter, increasing U.S. aluminum production capacity and adding to its workforce. The project has drawn participation from key government officials, underlining its role in U.S. manufacturing and industrial policy. The expansion positions Mt. Holly as a larger contributor to domestic supply at a time when aluminum is central to multiple manufacturing and infrastructure needs. Century Aluminum, traded as NasdaqGS:CENX, is drawing fresh attention...

Kaiser (KALU) delivered earnings and revenue surprises of +138.36% and +6.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

The company is making its biggest strategic bet in a decade, and it has nothing to do with just hoping for higher metal prices.

The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.

Artificial intelligence giant Anthropic has entered into a 20-year lease agreement for the data center planned for the former Century Aluminum site in Hancock County. Anthropic, the company and the developer of the Claude AI ChatBot, entered into the lease with TereWulf, Inc., which purchased the Century Aluminum property in Hawesville earlier this year for $200 million with the intent of ...

Alcoa agreed to acquire South32's bauxite, alumina, and aluminum assets for $4.1 billion, sending shares down 9% to $47.41 amid dilution and bridge financing concerns.