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Did Alcoa and CENX Overreact to Section 232 Exemptions?

Did Alcoa and CENX Overreact to Section 232 Exemptions?

Is the Sell-Off in US Aluminum Producers Justified? As we noted previously in this series, both Alcoa (AA) and Century Aluminum (CENX) have now turned negative for the year. Alcoa’s earnings, like other aluminum producers’, is sensitive to aluminum prices.