On June 2, Century Aluminum rose 6.83% in regular trading, trading at $70.0/share, with trading volume of $28.98 million. The broad aluminum sector rallied as the market priced in imminent supply-side restrictions from the world's largest bauxite producer.
Guinea, which accounts for over one-third of global bauxite production and 74.3% of China's bauxite imports, is expected to formally finalize export control measures in June. The country's Mining and Geology Minister stated that supply must not exceed demand and that export volumes would be regulated to restore prices to reasonable levels. Guinea's bauxite exports surged 25% in 2025 to 183 million tons, causing prices to collapse nearly 50% from their early-2025 peak. The proposed controls aim to reduce exports to approximately 150 million tons.
Within the Aluminum sector, the rally was broad-based. Among peers, Alcoa rose 5.18%, Constellium NV gained 3.63%, Kaiser Aluminum advanced 3.22%, and Tredegar added 1.03%. Analysts have noted that global aluminum supply deficits could widen to 1.4 million tons amid concurrent Middle East energy disruptions and surging demand from EVs, solar, and AI data centers.
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