Alcoa Earnings Outlook Boosted by Market Disruptions -- Market Talk

Dow Jones03-31

2312 GMT - Meaningful earnings upgrades could be coming for Alcoa as aluminum-supply disruptions in the Middle East push metal prices to a four-year high, Jefferies analyst Christopher LaFemina says. "Furthermore, with obvious challenges in shipping alumina through the Strait of Hormuz, additional supply shocks in aluminum could lead to fly-up price spikes," LaFemina says. Alcoa, among the world's biggest aluminum producers, is the biggest beneficiary within LaFemina's coverage, he says. Its shares aren't immune from recession risk, however, and operating costs are likely to rise given the jump in energy prices, he adds. Alcoa shares are down 1.4% in Sydney, at A$92.07, paring an 8.6% gain Monday. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 30, 2026 19:12 ET (23:12 GMT)

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Alcoa, among the world's biggest aluminum producers, is the biggest beneficiary within LaFemina's coverage, he says. Its shares aren't immune from recession risk, however, and operating costs are likely to rise given the jump in energy prices, he adds. Alcoa shares are down 1.4% in Sydney, at A$92.07, paring an 8.6% gain Monday. 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Alcoa, among the world's biggest aluminum producers, is the biggest beneficiary within LaFemina's coverage, he says. Its shares aren't immune from recession risk, however, and operating costs are likely to rise given the jump in energy prices, he adds. Alcoa shares are down 1.4% in Sydney, at A$92.07, paring an 8.6% gain Monday. 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