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(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

Constellium heads into Q2 results with revenue and earnings growth expected, but higher costs and currency headwinds could shape the quarter.

Alcoa shares fell after Q2 2026 earnings missed estimates and guidance was cut, but the drop was driven more by its $4.7 billion South32 acquisition than weak results.

Alcoa Corporation will release its second-quarter earnings report after the closing bell on Thursday, July 16. Analysts expect the company to report quarterly earnings of $2.19 per share, up from 39 cents per share in the year-ago period. The consensus...

Alcoa shares tumble as management cuts full-year alumina production guidance. But should you load up on AA stock on the post-earnings dip?

Alcoa highlights the South32 acquisition strategy, record aluminum EBITDA and plans to strengthen its upstream portfolio in Q2 2026.

Alcoa (NYSE:AA) reported higher second-quarter revenue and adjusted earnings as stronger aluminum prices, increased shipments and value-added product premiums helped offset weakness in alumina operations, executives said on the company’s second-quarter 2026 earnings call. Molly Beerman, Alcoa’s exe

FEATURE Aluminum producer Alcoa reported improved earnings, but they didn’t match Wall Street estimates. Shares were lower in late trading. Thursday evening, Alcoa announced adjusted second-quarter earnings per share of $2.

The company said it now expects to produce between 200,000 and 300,000 fewer metric tons of alumina in 2026, for a total production of 9.5 million to 9.6 million metric tons.

Alcoa said it and the governments of Australia, Japan and the U.S. have reached a final investment decision to build a gallium production plant at the company’s Wagerup alumina refinery in Western Australia.

Investing.com -- Morgan Stanley upgraded Ivanhoe Mines to "Overweight" while downgrading Alcoa and Vale to "Equal-weight", saying a changing supply outlook favors copper and precious metals over aluminum and iron ore. The brokerage expects copper, gold and silver prices to outperform, while forecasting aluminum will move into surplus and iron ore markets will remain under pressure.

Alcoa has been reluctant to expand aluminum smelting in the U.S., despite recent sky-high prices for the metal. But the Pittsburgh-based company is taking a big swing at making more aluminum overseas by acquiring one of the world’s largest smelters in South Africa.

Alcoa shares are on track for their worst day since President Trump announced sweeping tariffs in April 2025, trading as much as 12% lower after the Pittsburgh company said it would pay up to $5.6 billion for bauxite, alumina and aluminum assets in South Africa, Australia and Brazil. The BHP spinoff will receive $3.1 billion in cash, newly issued Alcoa stock worth roughly $1 billion that it plans to distribute to shareholders and future payments that could reach $750 million. The deal comes amid a decline in aluminum prices from near record highs reached when fighting in the Persian Gulf blocked the region's aluminum smelters from global markets.

Alcoa expands upstream portfolio with major South32 dealShares of Alcoa Corporation (NYSE:AA) declined nearly 5% in pre-market trading on Wednesday after the aluminium producer agreed to acquire South32’s bauxite, alumina and aluminium operations in a transaction valued at $4. 1 billion.

Investing.com - U.S. stock futures pointed lower on Wednesday as investors awaited fresh remarks from Federal Reserve Chair Kevin Warsh and monitored uncertain peace talks between the United States and Iran.

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

The deal includes stakes in a bauxite mine, alumina refinery, and aluminum smelter operations, Alcoa said.

Alcoa's (AA) stock pullback after the company flagged near-term headwinds was "overdone" relative to

Investing.com -- The Canadian government announced on Wednesday its intention to extend key steel and aluminum tariff measures for an additional year to shield domestic industries from global trade distortions. The policy extension aims to counter non-market practices and prevent trade diversion from undermining local producers and workers. Subject to official approval, the extension will prolong the nation’s steel tariff-rate quotas for non-CUSMA partners until June 27, 2027. Additionally, hori

Century Aluminum is Thursday's IBD Stock Of The Day as the largest U.S. aluminum producer is humming like rarely before thanks to Trump tariffs and fallout from the Middle East conflict. The good news has legs, which is why CENX stock continued to rise within buy range even amid a report that U.S. and Iranian negotiators see eye-to-eye on a potential 60-day ceasefire. Aluminum prices climbed 0.8% to a four-year-high $3,650 per metric ton and have climbed around 18% since the conflict began Feb. 28, according to CME Group data.

Aluminum usually doesn’t get the spotlight like gold or copper, but right now the market is unusually tight. A mix of Middle East supply disruptions, shipping issues, and U.S. tariffs has pushed prices higher and given Alcoa (NYSE:AA) a massive boost. The stock is up nearly 134% over the past year and is now trading close to its highs around $70.

Investing.com -- UBS has upgraded Alcoa shares to “Buy” from “Neutral,” raising its price target to $80 per share from $75, citing expectations that prolonged disruptions to Middle East aluminium production will keep prices and premiums elevated for years.

AA faces rising energy, raw material and restart costs, with higher diesel prices expected to hurt Q2 2026 results.

Highways, railroads and ports in Saudi Arabia, the U.A.E. and Oman have been transformed into an emergency logistics lifeline during the Iran war.

Commodities are in a really interesting spot right now. Even though we’re well into 2026, inflation is still stubbornly above the Fed’s 2% target. The Consumer Price Index hit 336.1 in March, jumping over 1% in just a single month. At the same time, the 10-year Treasury yield is sitting right at 4.32%. That is ... Commodity Prices Are Soaring Again. Here Are 3 ETFs to Ride the Trend

American Airlines issued a statement yesterday, refuting the idea of a potential merger with United Airlines.