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Julie Young

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  • China's Growth Should Help Alcoa Remain Profitable In 2013 [View article]
    Thanks for your comment. The market outlook in the earnings presentation is pretty comprehensive and 7% global demand growth seems realistic given China’s continued expansion and the 6% global demand growth in 2012.

    Alcoa is the world’s largest supplier of aluminum so their operational capability in the futures market is going to help them continue to achieve superior pricing. Downstream products are also on slide 24 and the CEO seems confident in their ability to capture market share there as well.

    Given the company’s supplier capabilities and the realistic global demand projections it seems like they should realize a good portion of the demand for aluminum and aluminum products in 2013.
    Jan 11 08:45 AM | 1 Like Like |Link to Comment
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