Alcoa Corp
Duquesne Family Office, managed by Stanley Druckenmiller, reshuffled its Q2 portfolio, according to a newly filed 13F. It increased Amazon (AMZN) by over 1,000% to 541,600 shares and added Alphabet (GOOG/GOOGL) and call options on Meta (META) and Tesla (TSLA). It exited AVGO, INTC and MU, added AMD, increased TSM, and added BTDR, RIOT, DAL, UAL, and FOX.
Equus Energy Limited said it signed a firm but conditional long-term gas supply contract with Alcoa’s Australian subsidiary after Pre-FEED validation. Equus will supply about 50 terajoules per day for 10 years, about 182 petajoules total. The deal supports a broader sales and financing arrangement with up to $30m for studies and a final investment decision.
ASX 200 closed at 9,115.20, down 0.8% on the day and 1.6% for the week, with miners weighing on the index. BHP fell 3.31% and Rio Tinto 3.14%. The Information Technology sector rose 2.83%. Seek gained 9.13%, while Mesoblast and 4DMedical fell. BHP is set to report next week’s FY results.
Over the past 7 days, alphai's AI scored 9 news stories mentioning AA (Alcoa Corp). Coverage has skewed bearish: 2 bullish, 4 neutral, and 3 bearish.
Recent AA coverage spans financial news, market movers and sector analysis.
In the last 30 days, AA insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($215K). The most active reporter was Reed Matthew T, EVP, Chief Operations Officer, with 1 filing.
Sharp reduction implies lower conviction in aluminum cycle or Alcoa-specific earnings power.
Equus Energy Limited said it signed a firm but conditional long-term gas supply contract with Alcoa’s Australian subsidiary after Pre-FEED validation. Equus will supply about 50 terajoules per day for 10 years, about 182 petajoules total. The deal supports a broader sales and financing arrangement with up to $30m for studies and a final investment decision.
Alcoa is participating in the broader materials/mining risk-off move.
No actionable, Alcoa-specific disclosure is present in the body text provided.
The agreement is a fresh, company-specific supply contract that could influence input costs, volume certainty, and margin outlook for Alcoa’s Australia segment.
alphai scores every news story that mentions AA with an AI model for sentiment and relevance, and aggregates insider trades from Alcoa Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Duquesne Family Office, managed by Stanley Druckenmiller, reshuffled its Q2 portfolio, according to a newly filed 13F. It increased Amazon (AMZN) by over 1,000% to 541,600 shares and added Alphabet (GOOG/GOOGL) and call options on Meta (META) and Tesla (TSLA). It exited AVGO, INTC and MU, added AMD, increased TSM, and added BTDR, RIOT, DAL, UAL, and FOX.
3 min readEquus Energy Limited said it signed a firm but conditional long-term gas supply contract with Alcoa’s Australian subsidiary after Pre-FEED validation. Equus will supply about 50 terajoules per day for 10 years, about 182 petajoules total. The deal supports a broader sales and financing arrangement with up to $30m for studies and a final investment decision.
4 min readASX 200 closed at 9,115.20, down 0.8% on the day and 1.6% for the week, with miners weighing on the index. BHP fell 3.31% and Rio Tinto 3.14%. The Information Technology sector rose 2.83%. Seek gained 9.13%, while Mesoblast and 4DMedical fell. BHP is set to report next week’s FY results.
6 min readArgus reports US oilfield and OCTG demand improved after the US-Iran war boosted crude prices. WTI rose to $84.82/bbl on 11 Aug. Helmerich & Payne, Nabors and Patterson-UTI lifted rig-count expectations. OCTG prices and production rose amid lower imports. Separately, Australia and NSW committed A$2.5bn to keep Rio Tinto’s Tomago smelter running to 2038.
4 min readAlcoa’s Australian unit entered a gas sales agreement with Equus Energy, according to the report. The deal is described as a supply arrangement, with Alcoa shares shown around $50.60 in the accompanying market snapshot.
1 min readAustralia’s ASX200 is set for its worst week since April, down 0.71% to 9,123 by midday, as banks and miners fell. Materials slid over 3% as gold and copper eased. BHP shares dropped 3.8% to $61.05 ahead of results. Westpac, ANZ and CommBank flagged double-digit home-loan application declines.
6 min readFinanceWire reports that China dominates primary gallium and leads scandium and rare-earth production, with export restrictions tightening supply. It highlights Spark Energy Minerals (CSE: SPRK) drilling at Cruzeta, including 91.4 g/t gallium oxide over 2 m and scandium up to 21.5 g/t. It also cites Alcoa’s Wagerup gallium plant FID, Rio Tinto scandium expansion, MP Materials revenue ($126.1m) and Brazil funding for Serra Verde and other projects.
9 min readThe ASX 200 fell 0.23% to 9,188.50, slipping below 9,200. Materials dropped 0.71% and Energy fell 0.35%, while Financials rose 0.08% led by ANZ and ASX Ltd. Cleanaway surged 15.19% to $2.73. Alcoa fell 7.32% to $73.19 and IAG dropped 5.10%.
4 min readAlcoa Corp shares (ASX:AAI) rose about 7.3% to A$78.53, after aluminium prices bounced, up 4.5% over the past week. The article links the move to supply-risk concerns and UBS views that Middle East smelting disruption could keep premiums elevated. It also cites Alcoa’s Q2 2026 results, including note redemptions and a quarterly dividend, plus its planned acquisition of South32 assets. UBS’ average price target is A$100.39.
4 min readU.S. stocks closed mostly lower, with the Nasdaq down 0.60% to 26,445.45, the Dow down 0.34% to 53,797.39, and the S&P 500 down 0.32% to 7,728.18. The Russell 2000 rose 0.32% to 3,027.13. On Holding fell 20.29%, while Consolidated Water gained 6.85% after Q2 results. Tech weakness and fading U.S.-Iran optimism weighed; investors await Wednesday’s CPI.
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