Here's Why Rio Tinto Should Buy Alcoa

The video discusses the historical context of aluminium deals, focusing on Rio Tinto's acquisition of Alcan and its aftermath. It highlights Alcoa's transformation after splitting with Arconic and its current focus on upstream aluminium production. The process of producing aluminium from bauxite is explained, along with the impact of Chinese smelting capacity on the market. The video also covers market dynamics, including aluminium price trends and the challenges of mining mergers and acquisitions. Finally, it analyzes Rio Tinto's strategic considerations, including potential acquisitions and market positioning.

What are the raw materials needed to produce aluminium?

Why might Rio Tinto consider acquiring Alcoa despite the troubled past of mining M&A?