Century Aluminum Expands Mt. Holly Smelter, Boosts U.S. Aluminum Production by 10% — Century Aluminum Company

Event summary

Century Aluminum has commenced expanded production at its Mt. Holly, S.C. smelter, with full capacity expected by June 2026.
The expansion increases U.S. primary aluminum production by 10% and has created over 125 jobs in South Carolina.
Century is also partnering with Emirates Global Aluminum to build a new Oklahoma smelter, doubling current U.S. capacity.
The Oklahoma project represents the largest single investment in U.S. primary aluminum production in nearly 50 years.

The big picture

Century Aluminum's expansion projects position it as the largest U.S. primary aluminum producer, aligning with broader trends of domestic critical mineral production. The Oklahoma smelter, in particular, represents a significant bet on U.S. manufacturing resilience amid global supply chain uncertainties. The projects are backed by policy incentives, notably the Section 232 tariffs, which have spurred record investment in American aluminum production.

What we're watching

Execution Risk: Whether Century can meet its June 2026 timeline for full production at Mt. Holly.
Market Dynamics: How the expanded U.S. aluminum production will impact global supply chains and pricing.
Regulatory Influence: The continued role of Section 232 tariffs in driving domestic aluminum investment.