07-06-2023, 01:56 PM
I was told that electric vehicles (EV) uses more aluminum than the petroleum cars. So if EV goes main stream we would expect the demand for aluminum to rise as well.
As such I have been studying aluminum companies to see whether there are investment opportunities. Century Aluminum is the first one I looked at.
In the first place, I found that this was a cyclical sector
When I look at Century performance over the cycle, it did not look exciting. I could not find any discernable uptrends.
I will of course continue my search. If any of you know of other aluminum companies to dig further, do let me know. I have identified Arconic, Alcoa, Kaiser and Constellium so far.
As such I have been studying aluminum companies to see whether there are investment opportunities. Century Aluminum is the first one I looked at.
In the first place, I found that this was a cyclical sector
When I look at Century performance over the cycle, it did not look exciting. I could not find any discernable uptrends.
I will of course continue my search. If any of you know of other aluminum companies to dig further, do let me know. I have identified Arconic, Alcoa, Kaiser and Constellium so far.