For the full year, Century generated net sales of USD 2.53 billion, up 13.96 per cent from approximately USD 2.22 billion in 2024. Higher realised aluminium prices and stronger regional premiums helped offset weaker shipment volumes. On revenue alone, the year suggested steady footing. For the full year 2025, shipments of primary aluminum decreased by 5%. The company shipped 647,112 tonnes in 2025 compared to 677,967 tonnes in 2024. Reported net income attributable to Century stockholders came in at USD 41.8 million — a USD 295 million decline from the prior year (USD 336.8 million in 2024). Strip away those one-offs, and the picture shifts. Adjusted net income reached USD 253.8 million, more than doubling from USD 101.4 million in 2024. Adjusted EBITDA climbed to USD 425.1 million.

Kaiser Aluminum shipped 274 million pound (124,284 tonnes) of aluminium in Q4 2025, down by 6 per cent from 292 million pound (132,449 tonnes) in Q4 2024. Consequently, the company’s full-year shipments slipped 5 per cent Y-o-Y from 1,172 million pound (531,610 tonnes) to 1,108 million pound (502,580 tonnes). While volumes faltered, pricing dynamics worked decisively in Kaiser’s favour. At the end of December 2025, the global aluminium prices on London Metal Exchange reached USD 2,968 per tonne, potentially up by 13.6 per cent than the early September level. This strong aluminium prices translated into Kaiser’s positive net sales of USD 929 million in Q4, up from USD 765 million Y-o-Y.

Emirate Global Aluminium’s recent announcement of setting up a primary aluminium smelter in Oklahoma, close to the Tulsa Port of Inola, is going to be the first new primary aluminium plant built in the US in 45 years.

[SMM Aluminum Morning Meeting Summary: Favourable macro front and continuous destocking in the fundamental aspects drive domestic aluminum prices to fluctuate upward] On the macro front, China's domestic supportive policies remain unchanged, and positive progress has been made in the Sino-US tariff negotiations, which may drive up the futures market. In terms of the fundamental aspects, the continuous destocking of domestic aluminum ingots provides support for aluminum prices. Subsequently, the rush to meet deadlines during the window period of Sino-US trade may continue to boost consumption, providing further support for the upward movement of aluminum prices. It is expected that domestic aluminum prices will mainly fluctuate upward in the short term.

[Ma’aden Reports Surge in Flat Rolled Aluminium Production] On May 8, 2025, Saudi Arabian aluminium producer Ma’aden reported a 48% year-on-year increase in flat rolled products (FRP) output for Q1, reaching 72kt compared to 57kt in Q1 2024. Alumina production rose 9% to 478kt, and primary aluminium output edged up 1% to 249kt. Despite a 9% drop in aluminium business unit revenue to SAR 2.71 billion ($722.5 million) from the previous quarter, EBITDA rose 4% quarter-on-quarter, supported by stronger FRP and aluminium prices. FRP sales volumes grew 26% year-on-year, aided by improved pricing. Ma’aden expects to produce 850–1150kt of primary aluminium and 250–310kt of FRP in 2025. The company noted that proposed US tariffs would have limited direct financial impact but could temporarily disrupt trade flows. It emphasized its competitive cost structure and diversified customer base, and said it would monitor developments closely.

In a volatile fusion of tariff tensions, supply chain snarls, and shifting trade dynamics, US aluminium import costs have surged to multi-year highs, reshaping the metals market and sending shockwaves through American manufacturing.

On Thursday, April 24, 2025, US President Donald Trump signaled a possible easing of trade tensions with China, boosting market sentiment. As a result, aluminium price has grown in India by 1.32 per cent to INR 234.5 (USD 2.75).

On Monday, April 14, Goldman Sachs revised its aluminium price forecast for 2025, adopting a bearish outlook due to the impact of newly imposed US tariffs on aluminium and auto parts imports.

According to Reuters on April 14th - Goldman Sachs on Monday reduced its forecast for aluminium prices this year after its economists downgraded global growth forecasts including for the U.S. and China following the Trump administration's move to sharply increase tariffs. "We now expect the aluminium price to fall to a monthly average low of $2,000 (per metric ton) in Q3 2025," the bank said in a note.

According to Reuters on April 14th - Goldman Sachs on Monday reduced its forecast for aluminium prices this year after its economists downgraded global growth forecasts including for the U.S. and China following the Trump administration's move to sharply increase tariffs. "We now expect the aluminium price to fall to a monthly average low of $2,000 (per metric ton) in Q3 2025," the bank said in a note.