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Alcoa

UBS upgrades Alcoa on expectations of stronger aluminium prices
23 May 20262MINS
Alcoa received an upgraded stock rating from UBS, which raised its recommendation to “Buy” from “Neutral” and increased its price target to USD 80 from USD 75. The upgrade comes after a strong rally in aluminium markets, with Alcoa shares rising around 139 per cent over the past year. UBS analys ...
From mines to markets: How geopolitics and raw material pressures are transforming aluminium supply chains
22 May 20266MINS
The global aluminium industry is entering a phase where the biggest concern is no longer just building more smelters or expanding downstream demand. Across Asia, Europe, the Middle East and the Americas, the focus is increasingly shifting toward securing stable supplies of bauxite and alumina as g ...

16 May 20265MINS
The aluminium industry witnessed a defining phase shaped by tightening supply chains, rising sustainability pressures, accompanied by an acceleration in recycling investments. From shifting global scrap trade patterns and low-carbon aluminium initiatives to CBAM-driven policy responses and ESG-led ...
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