★ THE ASSEMBLY LINE
1
 U.S. Aluminum Output at Historic Low. America produced under 700,000 tonnes of primary aluminum in 2024 — down from nearly 4.6 million tonnes at its peak. Only four smelters remain. The country now imports roughly 85% of the aluminum it needs.
2
 First New Smelter Since 1980 Breaks Ground This Year. Century Aluminum and Emirates Global Aluminium are building a 750,000-tonne plant in Inola, Oklahoma. It will more than double U.S. production and create 1,000 permanent jobs.
3
 Century Aluminum Guides Higher. After posting $231 million in adjusted EBITDA last quarter, Century expects $315–$335 million in Q2 — a 40%+ jump. Higher aluminum prices and Mt. Holly expansion are driving the surge.

Did You See What Trump Hinted At?

If you had followed Nancy Pelosi's stock picks for the last few years, you'd have outperformed the market by over 40%.

In 2024 alone, her portfolio gained 71% while the market returned just 28%.

In 2023, she earned 65% returns while the S&P 500 gained only 24%.

That's what happens when you have access to information the rest of us don't.

It's pretty clear to anyone with eyes that there's a big club of "insiders" trading ahead of everyday Americans.

Congressional leaders outperform rank-and-file lawmakers by up to 47% per year, according to researchers.

The game is rigged. It always has been.

But here's what most Americans have no idea about: The latest insider opportunity is happening right now.

And it's bigger than any stock trade Pelosi has ever made.

Buried within Trump's plans is a new strategy on gold. One that hasn't been used in the last 100 years.

Gold revaluation.

The U.S. government still carries 8,133 tonnes of gold on its books at $42.22 per ounce - a price frozen since 1973.

Trump has the legal authority to correct this error with a single executive order.

When he does, it will be the greatest wealth transfer in modern history.

And just like with Pelosi's stock trades, the insiders are already positioning themselves.

This new guide reveals how everyday Americans can position themselves alongside the insiders.

It's called The Great Gold Reset.

CLAIM YOUR FREE GREAT GOLD RESET REPORT

★  Wednesday — Stock Edition
America Went From 30+ Smelters to 4. This Company Is Building the Comeback.
Century Aluminum is building the first new U.S. smelter since 1980. The stock is up 60% in a year. Here’s the full story.

Here’s a number that should bother every American.

In the 1980s, the United States had more than 30 aluminum smelters. We produced nearly 4.6 million metric tonnes a year. We were the biggest producer on Earth.

Today? Four smelters. Under 700,000 tonnes. We import 85% of the aluminum we need. Fighter jets. Power lines. Beer cans. Car frames. All dependent on foreign metal.

One company is trying to fix that. Century Aluminum.
★

Century Aluminum (NASDAQ: CENX) runs smelters in Kentucky, South Carolina, and Iceland. It melts alumina into raw aluminum — the kind used in aerospace, defense, construction, and packaging. It’s one of only two primary aluminum producers left in the United States.

In January, Century announced the biggest move in American aluminum in almost 50 years. A joint venture with Emirates Global Aluminium to build a brand-new smelter in Inola, Oklahoma. The first greenfield aluminum plant in this country since 1980.

The numbers are staggering. The plant will produce 750,000 tonnes of aluminum per year. That alone is more than the entire U.S. produces today. It will create 1,000 permanent jobs and 4,000 construction jobs. Century previously received a $500 million DOE grant for a domestic smelter project, though its status is uncertain after being paused under executive order.

EGA owns 60% of the venture. Century owns 40%. Construction is expected to start by the end of this year. Production should begin by the end of the decade. The plant will sit on the McClellan-Kerr Arkansas River system — connected to the Mississippi for bulk freight.
★

The existing business is heating up, too. Q1 revenue hit $649 million. Adjusted EBITDA was $231 million. And management guided Q2 to $315–$335 million — a 40%-plus jump. Higher aluminum prices and the expansion at Mt. Holly in South Carolina are driving the surge.

Century also made a sharp strategic move. In February, it sold its Hawesville, Kentucky smelter to a TeraWulf affiliate for $200 million. The buyer is converting the site into an AI data center. Century is using the cash to fund its Mt. Holly expansion and the Oklahoma project.

Think about that. Selling an old smelter to fund the biggest new one in 46 years. That’s reshoring in action.
★ Why Aluminum Matters

Aluminum is everywhere. The F-35 fighter jet uses 900 pounds of it. Every mile of power line needs it. EVs use significantly more aluminum than gas cars to offset battery weight. Solar panel frames are made from it. You can’t build modern America without aluminum.

And right now, 85% of that aluminum comes from somewhere else. The Oklahoma smelter won’t close the gap entirely. But it’s the first step back in almost half a century.
★ THE INVESTOR ANGLE — CENTURY ALUMINUM (NASDAQ: CENX)
Market Cap
~$6B
Mid-Cap
Q2 EBITDA Guide
$315–335M
+40% vs Q1
Liquidity
$611M
Cash + Revolver

The bull case is straightforward. Aluminum demand is growing. U.S. supply is near historic lows. Section 232 tariffs protect domestic producers at 50% on imports — doubled from 25% in June 2025. And Century is building the biggest new capacity in a generation.

The risks are real. Century only owns 40% of the Oklahoma JV — EGA owns 60%. The project depends on securing a competitive power contract from Oklahoma utilities. The $500 million DOE grant was originally awarded for a Kentucky smelter and was later paused under executive order; its current status adds uncertainty. And the Iceland smelter lost two-thirds of production to equipment failure in October 2025 — full recovery is expected to take 11–12 months.

The stock trades around $63, up roughly 60% in the past year. The average analyst target is about $66. This isn’t a cheap stock anymore. But it’s a mid-cap American manufacturer at the center of a national security story. If the Oklahoma plant actually gets built, this company’s story changes completely.