Century Aluminum hosted its Q2 2026 earnings call with CEO Jesse E. Gary, CFO Peter Trpkovski, Treasurer Chad Rigg, and analysts.
Mt. Holly returned to full capacity in late June; Grundartangi Line 2 restarted end-July, running slightly reduced amperage until Q4 transformers.
Q2 shipments were 131,000 tons; net sales were USD 752 million; net income was USD 249 million; adjusted EBITDA was USD 327 million; cash was USD 388 million.
Q3 adjusted EBITDA outlook is USD 325-345 million, with volume lift from Mt. Holly shipments partly offset by summer energy headwinds.
A new Trump executive order could allow the Oklahoma project to import 300,000 tons at a 25% tariff from 2027; FID is targeted by year-end.
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