Alcoa Sees Order Surge Amid Middle East Aluminum Supply Disruptions

Published: Mar 22, 2026 00:01

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Alcoa Received More Orders After Disruptions to Middle East Aluminum Supply

Alcoa saw an increase in client inquiries after supply disruptions in the Middle East caused by the ongoing conflict.

Molly Beerman, Executive Vice President and Chief Financial Officer of Alcoa, said: “We received more inquiries from clients regarding Q2 and H2 2026 in connection with uncertainty over Middle East supply.”

The remarks were made on Tuesday, March 17, 2026, at the JPMorgan Industrials Conference held in Washington, D.C.

“If you look at the smelters in the Gulf region, their aluminum production was slightly below 7 million mt. That accounted for about 9% of global supply.

Excluding China, the share was more than 20% of global supply,” Ms. Beerman said.

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