Century Aluminum expands Goose Creek smelter
The aluminum smelter expansion increases supply capacity for primary aluminum.
Source →The trace
How it reaches your house.
Starting from Alcoa Corporation, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Constellium →supply upAluminum Flat-Rolled Sheet (Automotive / Can Stock)
Century's added primary aluminum capacity should ease Constellium's flat-rolled sheet feedstock availability, and this is a meaningful dependency (15% share, 9-month replacement).
67% confidenceConstellium →supply upThe expansion should also loosen primary-aluminum-linked supply conditions for Constellium's can-sheet input, which is a sizable dependency (12% share, 12-month replacement).
64% confidenceAlcoa Corporation →Prices riseAlumina (Aluminum Oxide, Al₂O₃)
Century Aluminum’s expansion raises U.S. primary aluminum output, which should increase smelter demand for alumina feedstock and modestly lift Alcoa’s alumina input costs.
53% confidenceSouth32 →Prices riseAlumina (Aluminum Oxide, Al₂O₃)
Century Aluminum’s expansion lifts domestic primary aluminum output by about 10%, which should increase alumina demand and put upward pressure on alumina prices, modestly benefiting South32’s alumina exposure.
52% confidenceChalco (Aluminum Corporation of China) →Prices riseAlumina (Aluminum Oxide, Al₂O₃)
Century Aluminum’s expansion is reported to lift U.S. primary aluminum output by about 10%, which would increase smelter demand for alumina; Chalco depends on alumina as an input, so the input faces moderate upward price pressure.
45% confidenceHop 2
Alumina (Aluminum Oxide, Al₂O₃) →supply upAluminum and aluminum products
Alumina is a critical input to primary aluminum, so Century Aluminum’s added smelter capacity should increase the availability of aluminum and aluminum products.
95% confidenceAluminum Flat-Rolled Sheet (Automotive / Can Stock) →supply upAluminum and aluminum products
The broader aluminum products category should see higher availability as expanded primary-aluminum supply flows into downstream sheet output.
82% confidenceAluminum Can Sheet →supply upHop 3
Aluminum and aluminum products →Prices riseAlumina (Aluminum Oxide, Al₂O₃)
Higher smelter output raises demand for alumina, the node’s critical feedstock, creating upward price pressure on this input.
90% confidenceAluminum and aluminum products →Prices riseBauxite Ore (Primary Aluminum Feedstock)
Because this node is marked as a critical dependency, expanded aluminum production can transmit back to bauxite ore demand and prices.
84% confidenceAluminum and aluminum products →Prices riseHop 4
Bauxite Ore (Primary Aluminum Feedstock) →Stands to benefitCentury's smelter expansion should raise demand for bauxite feedstock, benefiting a major source country with a 36.5% supply share.
84% confidenceBauxite Ore (Primary Aluminum Feedstock) →Stands to benefitHigher bauxite demand from added primary-aluminum capacity should improve volumes and pricing for Jamaica, which holds a 29.2% supply share.
83% confidenceBauxite Ore (Primary Aluminum Feedstock) →Stands to benefitGuinea is a large bauxite supplier, so a downstream smelter expansion should translate into more demand for its ore exports.
Hop 5
Australia →Prices riseBauxite Ore (Primary Aluminum Feedstock)
Century Aluminum's added primary-aluminum capacity increases demand for alumina/bauxite feedstock, and Australia supplies 25% of global bauxite, so the commodity is likely to see tighter pricing.
68% confidenceGuyana →Prices riseBauxite Ore (Primary Aluminum Feedstock)
Century Aluminum's smelter expansion raises primary aluminum output, which should pull more alumina and bauxite feedstock through the chain; Guyana's 36.5% supply share makes this bauxite input sensitive to higher demand and pricing.
66% confidenceJamaica →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Aluminum and aluminum products · Soft drinks & juices · Canned and shelf-stable foods
In the MyPRIA app, this is checked against your own holdings.