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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

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.

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 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

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

Century Aluminum (NASDAQ:CENX) used a fireside chat at the Wells Fargo Industrials and Materials Conference to frame its investment case around tight aluminum markets, U.S. and European production exposure, and a planned new smelter in Oklahoma. Timna Tanners, Building Materials and Metals and Mini

With aluminum at multi-year highs and the impact of tariffs remaining strong, domestic aluminum firms could be positioned to benefit.

Aluminum usually doesn’t get the spotlight like gold or copper, but right now the market is unusually tight. A mix of Middle East supply disruptions, shipping issues, and U.S. tariffs has pushed prices higher and given Alcoa (NYSE:AA) a massive boost. The stock is up nearly 134% over the past year and is now trading close to its highs around $70.

Century Aluminum Company (NASDAQ:CENX) is one of the 8 Best American Mining Stocks to Buy Right Now. On May 7, 2026, Century Aluminum Company (NASDAQ:CENX) reported Q1 adjusted EPS of $1.63, versus the consensus estimate of $1.77. Revenue totaled $649.2M, versus the consensus estimate of $633.07M. The company said it expects second-quarter adjusted EBITDA to […]

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

Century Aluminum (NASDAQ:CENX) used its first-quarter 2026 earnings call to outline what management described as one of the most dynamic aluminum markets in years, while providing updates on major capacity projects in the U.S. and Iceland and progress on its proposed new smelter in Oklahoma with joi

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.