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The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.Get the SpaceX infrastructure stock name and ticker here
Kaiser Aluminum Could Benefit From Tariffs and Aerospace Business, But Valuation Is a Risk
Kaiser Aluminum is a producer of semi-fabricated aluminum products for a variety of different markets, including aerospace, automotive, electronics, and more. The company’s earnings for Q1 2026 were very strong: more than 42% year-over-year (YOY) growth in revenue and an earnings per share (EPS) beat of $1.78, plus record EBITDA and solid guidance for the full year.
The company is seeing demand strengthen while simultaneously boosting operational execution through improved facility performance. This has allowed the firm to boost margins by about 850 basis points YOY. Additionally, free cash flow for the first quarter reached $69 million, and the firm ended the quarter with liquidity of roughly $596 million, giving it plenty of flexibility going forward.
With Section 232 tariffs including a 50% tariff on many aluminum imports and aluminum-based products, domestic firms like Kaiser could benefit. Still, as a specialized aluminum products firm, Kaiser may not be particularly dependent upon raw aluminum prices. Where Kaiser does stand out, however, is in its significant aerospace and defense business. Demand here is likely to remain strong, and multi-year contracts should provide a meaningful stability buffer—even as the auto segment faces potential headwinds from lagging demand and ongoing tariff volatility.
For investors, Kaiser could be a strong industrial materials firm with some potential tariff-related upside and lower risk than a pure commodity producer. Analysts are fairly optimistic, with half calling KALU shares a Buy. However, given that KALU shares are up more than 50% year-to-date (YTD), valuation may be a concern. Indeed, Wall Street expects more than 10% in downside potential.
Century’s Exposure to Tariffs Makes It a Big Beneficiary
While Kaiser is focused on aluminum products, Century is primarily an aluminum producer operating smelters across the United States and Europe. This means the firm is heavily exposed to aluminum pricing, and tariffs may give CENX shares a big boost as a result.
Century is advantageously positioned because it not only benefits from aluminum prices that are higher overall due to tariffs, but also from the fact that it does not need to pay tariffs on most of its production, thanks to its domestic focus.
The company is planning a new smelter in Oklahoma that could help to significantly boost its domestic production capacity. Enthusiasm surrounding Century’s prospects in the current tariff climate has led to a unanimous Buy rating from all five analysts rating CENX shares, as well as a consensus price target of $80. This price represents not only a 20% premium over recent levels but also essentially double the level at which CENX stock traded at the start of 2026.
Still, investors should keep in mind that Century’s dependence on tariff-related prices is significant. If tariffs shift and premiums collapse, the company could see a major hit to its earnings and valuation multiples. Further, building a new smelter will cost billions of dollars, and the cash-intensive nature of the project means Century is exposing itself to financing, execution, and construction risks.
For investors keen to capitalize on the tariff-related impact on aluminum prices, there also exists the possibility of gaining exposure to the commodity itself. An exchange-traded fund like the Invesco DB Base Metals Fund (NYSEARCA: DBB) holds a portfolio of aluminum futures to track commodity prices directly. This approach takes the other company-specific variables out of the equation, allowing for a more direct way of gaining exposure the price of aluminum. However, DBB is exposed to a variety of metals, so it is not aluminum-specific.
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A Night Prayer
Jesus Christ, my God, I adore You and thank You for all the graces You have given me this day. I offer You my sleep and all the moments of this night. I place myself and all my loved ones, wherever they may be, in Your sacred side and under the mantle of Our Blessed Mother. Let Your holy angels stand watch and keep us in peace. Amen.
Quote of the Day
“There is nothing colder than a Christian who does not seek to save others.” -St. John Chrysostom
Today’s Meditation
“The words “In the name of the Father” do not cause me to think of a Father millions of miles away, or a Father who dominates me with His immensity so that my heart is more frightened than softened, but of a Father close by and within me – a Father who is there, and, to use an expression of Father Faber, sho finds my soul the home of His Son, who is waiting for me at the door of my heart, and of the Holy Spirit, who intervenes in the conduct of my life so as to impart to it its eternal merit, who does everything with and will not leave me for one instant alone.” —Raoul Plus S.J., p. 102
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The daily examination of conscience is an ancient Catholic practice. It’s very simple, and it’s designed to help us identify our sins and weaknesses so that we can improve and grow stronger in the spiritual life, while providing an excellent ongoing preparation for regular Confession. It consists of taking a few minutes at the end of the day to prayerfully review our actions in the light of God’s commandments, followed by the Act of Contrition.
Reflect on the victories and losses
Actively reflecting on the high and low points of the day can help you live more intentionally and bring a renewed sense of resolve into the following day.
Review your actions, words, and thoughts today. Did you actively guard yourself against temptation? Where did sin creep in?
In what moments did you practice virtue and moral courage?
Were you attuned to the Holy Spirit’s promptings today? Where did you feel His inspiration?
Ask Him for the graces necessary to follow His Will more purposefully tomorrow.
Act of Contrition
O my God, I am heartily sorry for having offended Thee, and I detest all my sins because of Thy just punishments, but most of all because they offend Thee, my God, Who art all good and deserving of all my love. I firmly resolve with the help of Thy grace to sin no more and to avoid the near occasions of sin. Amen.
Practice gratitude
It is God’s love that has brought you into existence and to this exact moment. Practice looking for His hand in your day.
Where did you feel His loving gaze upon you today?
What people or moments helped you see God in your life?
Thank God for all these moments!
Ask Him to help you recognize His blessings and providence tomorrow.
Renew your commitment to Christ
Remember: our Faith is founded upon a Person—Christ! Renew your personal love and devotion to Him.
Thank God for the gift of His Son Jesus and our call to be His disciples.
Tell the Lord of your desire to know Christ more personally.
If possible, set an intention for your day tomorrow. Ask Our Lord to guide you in this act.
Pray a Hail Mary, Our Father, or another beloved prayer.
Rest with God
He determines the number of the stars, He gives to all of them their names. — Psalm 147:4
Need An Escape? Try Our Daring Season Lineup!Tempe Center for the Arts just unveiled its electrifying 26/27 season – and it’s unlike anything you’ve experienced here before! This boundary-pushing lineup is specifically designed for people like you – who chase the extraordinary.
We’re talking groundbreaking and up-close virtual reality worlds, immersive group parties that pull you directly into the action and pulsating, high-energy dance. And that’s not all. There are brilliant Broadway-level musicians, warmly charming holiday shows and visual artistry that transforms the stage into a mind-bending dream.
With so many can’t-miss performances, the only challenge is choosing where your adventure begins. So take a look. Choose escape. Choose energy. Choose fun!
Margaret Mitchell (1900–1949) was an American novelist and journalist who became a global literary sensation following the publication of her 1936 epic, Gone with the Wind. Born and raised in Atlanta, Georgia, Mitchell drew heavily from the stories of the American Civil War she heard during her youth to craft her narrative. Her single lifetime novel became one of the best-selling books in history, earning her the Pulitzer Prize for Fiction in 1937 and inspiring the 1939 film adaptation that remains a cornerstone of cinematic history.
Beyond her literary success, Mitchell was a trailblazer in journalism, working as a feature writer for the Atlanta Journal Sunday Magazine starting in 1922. Using the byline “Peggy Mitchell,” she broke social barriers as one of the few women in the South writing for a major daily newspaper, producing over 100 articles and interviews. Interestingly, she only began writing her famous novel as a way to pass the time while recovering from a broken ankle that had forced her to resign from her reporting career.
The Golden Gate Bridge opens in San Francisco, linking San Francisco and Marin County. This architectural marvel would become one of the most recognized symbols of California and the United States.
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