NYSE:AAMetals and Mining
Middle East Supply Shock Puts Alcoa Margins And Valuation In Focus
Missile attacks on major Middle East aluminum producers have disrupted material supply and pushed aluminum prices higher in recent days.
These disruptions are drawing fresh attention to US based producer Alcoa (NYSE:AA) as investors reassess supply risk and potential margin effects.
The renewed focus comes after earlier commentary around aluminum markets centered on easing supply and related price pressure.
For Alcoa at a share price of $63.22, the new supply shock lands on top of a strong...

