Eagle Capital Management stated the following regarding Alcoa Corporation (NYSE:AA) in its Q2 2026 investor letter: "The energy & metals companies we own benefit from favorable multiyear supply/demand outlooks, management teams that are good capital allocators, and asset bases that are well- positioned on the global cost curve. Alcoa Corporation (NYSE:AA) is a global producer of aluminum and alumina. For more than two decades, Chinese aluminum supply was relentless, swamping the market. The country has impo ...