• At the Wells Fargo Industrials and Materials Conference 2026, CFO Molly Beerman outlined 2Q cost headwinds in alumina operations.
• São Luís refinery now expects USD 15 million in additional fuel costs tied to conflict-driven pricing; Pinjarra expects USD 30 million higher costs.
• Pinjarra third-party shipments seen down about 120,000 metric tons in 2Q versus 1Q; management expects volumes largely made up later.
• Alumina segment expected to be underwater overall; Alumar remains profitable, while Western Australia refineries are pressured by poor bauxite quality.
• Beerman cited about USD 40 million annual revenue sensitivity per USD 100 change in LME; EBITDA sensitivities already reflect LME-linked power contracts.

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