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Alcoa Corporation (AA) Management Presents at JP Morgan, Global High Yield & Leveraged Finance Virtual Conference (Transcript)

Mar. 03, 2021 2:42 PM ETAlcoa Corporation (AA)
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Alcoa Corporation (NYSE:AA) JP Morgan, Global High Yield & Leveraged Finance Virtual Conference March 3, 2021 10:00 AM ET

Company Participants

Bill Oplinger - Executive Vice President & Chief Financial Officer

Conference Call Participants

Arjun Chandar - JPMorgan

Arjun Chandar

Good morning everyone. My name is Arjun Chandar. I'm the High Yield Metals & Mining Analyst at JPMorgan. We're pleased to have with us today Alcoa. From the company, we have Bill Oplinger. We're going to run this as a fireside chat.

So, I'm going to turn the floor over to Bill for some opening remarks and comments on recent activities and Q4 results and then we'll go into some Q&A. As a reminder, please use the conference website in the audience, Ask-a-Question link in order to ask a question and I'll be keeping an eye on that throughout the session as well.

With that I'll turn it over to Bill.

Bill Oplinger

Thanks Arjun. So, some overall comments around the company and the state of our markets. As we alluded to in January, our markets are seeing a very strong rebound. Demand globally has strengthened on a year-over-year basis. We're projecting global demand to increase by 7%. We're seeing strength in all of our regions, all of our industries. So, in China and the rest of the world, in places like transportation, electrical, packaging seeing year-over-year growth. So, the market story is strong for the company.

In addition to that, we're starting to see some reduction in growth in primary aluminum in places like China. China is committed to their self-imposed 45 million metric ton capacity constraint and they've shown that most recently with some of the curtailments that they're projecting in inner-Mongolia. So, overall, the market dynamics are strong for the company.

As we look out into the

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