Alcoa expects $10/ton CBAM premium uplift in Europe for 2026 while advancing San Ciprián restart [Seeking Alpha]
Alcoa Corporation (AA)
Last alcoa corporation earnings: 4/22 04:10 pm
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US:NYSE Investor Relations:
investors.alcoa.com
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Source: Seeking Alpha
William Oplinger, President and CEO, reported "strong operational performance and stability, achieving annual production records at 5 of our smelters and 1 refinery" and highlighted robust financial performance and cash generation. Oplinger emphasized progress on strategic Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Management expects San Ciprián to become profitable after the restart, though the refinery will have an EBITDA loss of $75-100 million in 2026 and aims for cash neutrality in 2027. Key risks include ongoing alumina price pressure, power interruptions at Alumar, regulatory hurdles for mine moves, complex site monetization negotiations, and tariff/geopolitical uncertainties on North American trade flows. Alcoa expects CBAM to generate a net positive impact of about $10 per metric ton in 2026, with added Rotterdam premiums
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AA
Earnings
- 1/22/26 - Beat
AA
Sec Filings
- 2/2/26 - Form 4
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- 2/2/26 - Form 4
- AA's page on the SEC website