Published On: February 17th, 2025Categories: Trade Ideas
In this investment case, we focus our attention on Alcoa (AA), one of the world’s largest bauxite, alumina, and primary aluminum producers. AA showed strong financial improvement in 2024. This was driven by higher aluminum prices, asset optimization, and progress in low-carbon technology. However, risks remain from price volatility, tariffs, and operational issues in Australia. Still, Alcoa’s improving fundamentals and solid industry position offer attractive compensation versus HY metals peers.
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