Alcoa Corp at JPMorgan Industrials Conference Transcript
Good morning, and welcome to JPMorgan's Industrial Conference. Really pleased to have the team from Alcoa here, and Molly Beerman here for the fireside chat. Maybe starting off for those less familiar, can you provide a brief overview of the company's business, including the company's global footprint and vertical integration. And then there's a couple of things going on in the world that we might get to after that.
So thanks, Bill. Good morning, and welcome, everyone. So Alcoa is an integrated aluminum company. In 2025, we recorded just under $13 billion in revenue. We are organized in two business segments, alumina and aluminum. Within alumina, we have five bauxite mines, five alumina refineries. We mine about 40 million metric tons of bauxite in a year and about 10 million metric tons of alumina.
In our aluminum business, we consume about 40% of the alumina that we produce. We have 11 smelters. They are primarily located in markets that are close to our
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