Alcoa Sees Surge in Orders as Gulf Smelters Cut Output Amid Regional Disruptions

Published: Mar 20, 2026 11:01

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[SMM Aluminum Express News] Alcoa Corp. (NYSE: AA), the largest U.S. aluminum producer, is seeing a surge in new orders and buyer inquiries as Gulf states (Middle East) smelters curtail output due to ongoing regional disruptions. In a Bloomberg report (March 17, 2026), CFO Molly Beerman told the JPMorgan Chase conference that Alcoa is experiencing an "uptick in orders" from customers who previously sourced from Middle Eastern producers. This includes additional spot purchases and increased inquiries for Q2 and H2 2026, positioning Alcoa to capture redirected demand. The shift is driven by production cuts and export rerouting challenges in the Gulf, boosting Alcoa's supply role in North America and beyond.

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