Rusal CEO Soloviev on Aluminum Demand and Refinancing

The video discusses the dynamics of market demand and supply, highlighting a potential deficit and its impact on prices. It covers aluminum supply deals, particularly with Glencore, and the strategic focus on direct customer contact. The impact of US tariffs on aluminum imports is examined, with a focus on national security concerns and market competition. The video also explores financial strategies, including debt management and refinancing efforts, emphasizing a stable financial position and adherence to dividend policies.

What is the expected market deficit for this year?

• 1,500,000 tons

• 500,000 tons

• 600,000 tons

• 1,000,000 tons

What is the company's strategy regarding its aluminum supply deal with Glencore?

• To increase supply significantly

• To double the supply

• To maintain the same level as last year

• To terminate the deal

What percentage of sales is projected to be for global traders?

• 25%

• 20%

• 15%

• 10%

How long has the company been supplying aluminum to the US?

• 20 years

• 10 years

• 15 years

• 25 years

What is the company's stance on issuing more debt?

• They will issue debt only if necessary

• They plan to issue more debt

• They will not consider any increase

• They are undecided

What is the company's dividend policy percentage?

• 25%

• 20%

• 15%

• 10%

What is the company's approach to refinancing its debt?

• Through equity markets

• By increasing interest rates

• Directly with the bank

• Issuing new bonds