Century Aluminum to restart South Carolina smelter

Century invests $50mn to restart Mt Holly, targeting 229,000t/yr by 2026 as US tariffs support domestic aluminum supply.
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Century Aluminum to restart South Carolina smelter
Century Aluminum

Century Aluminum to restart South Carolina smelter as market conditions improve under new US tariffs. The company will invest $50mn to restore more than 50,000t of idled capacity. As a result, Century Aluminum to restart South Carolina smelter strengthens domestic primary aluminum supply.

Capacity ramp and investment timeline

Century plans a full ramp at Mt Holly by 30 June 2026. The plant will rise to 229,000t/yr from roughly 75pc utilization today. Meanwhile, the $50mn program targets pot restarts, workforce additions, and reliability upgrades. Century Aluminum to restart South Carolina smelter will lift US output at one of four remaining smelters.

Policy tailwinds and market implications

Management links the restart to 50pc Section 232 tariffs on aluminum. The policy narrows import-driven price pressure and supports utilization. Therefore, Century Aluminum to restart South Carolina smelter could tighten regional billet and slab availability. Buyers should expect firmer Midwest premiums if restarts accelerate industry-wide.

The restart diversifies supply amid shifting trade flows and energy volatility. However, execution risks remain during the potline ramp. Consistent power access and stable logistics will determine delivery schedules and contract performance.

The Metalnomist Commentary

Century’s move signals confidence in tariff-backed pricing and domestic demand. Watch contract mix, premium trends, and any follow-on restarts by peers. A clean ramp at Mt Holly would materially improve US primary aluminum resilience.

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