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South32 reported a 28% rise in underlying EBITDA to $2.5 billion for FY26, with underlying earnings up 55% to $1 billion, driven by strong base-metals prices and operational performance. Cash flow from operations increas

A groundbreaking gallium recovery plant at Alcoa's Wagerup alumina refinery in Western Australia, 120 km southeast of Perth, is now underway, directly countering Western supply chain vulnerabilities exposed by China's Au

Alcoa (AA) shares surged 17% in one month, closing at $51.85 on August 19, 2026, following a 27.36% decline over three months. The stock's one-year total shareholder return stands at 64.96%. Analysts estimate the stock i

Eagle Capital Management, in its Q2 2026 investor letter, outlined a multi-year bullish case for Alcoa Corporation (NYSE:AA), citing favorable supply/demand dynamics. The firm noted that China has imposed smelter caps an

The U.S. Department of Energy selected Alcoa USA Corp. for a pilot project to extract gallium from red mud, a bauxite processing byproduct, at its Saline County, Arkansas site. The project is part of $162 million in DOE

In July 2026, Alcoa reached a final investment decision for a gallium extraction facility at its Wagerup alumina refinery in Western Australia, backed by Australia, Japan, and the United States under the Minerals Securit

Alcoa is pursuing a $4.1 billion acquisition of South32 assets, its largest deal in a decade, to boost alumina production capacity by 53% and primary aluminum capacity by 37%. The company expects the deal to be immediate

Alcoa shares fell after the company reported Q2 2026 earnings that missed analyst expectations and cut its full-year alumina production guidance. The company now expects to produce 9.5–9.6 million metric tons of alumina