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Carlos Alba

Managing Director and Senior Equity Research Analyst at Morgan Stanley

Carlos de Alba is a Managing Director and Senior Equity Research Analyst at Morgan Stanley in New York, specializing in metals and mining, with core coverage in companies such as Alcoa (AA), Freeport-McMoRan (FCX), MP Materials, and Teck Resources. His performance track record includes a 48% success rate and an average return of 12% on recommendations, with highlights such as a 244.7% gain on Alcoa stock over one year. De Alba joined Morgan Stanley in 2005 after holding senior roles in corporate business analysis and financial analysis at other firms, bringing over 28 years of experience in financial services and the mining sector. He holds an MBA from the Wharton School and is professionally recognized in the industry, with relevant securities licensure and regular appearances in industry media.

Carlos Alba's questions to CLEVELAND-CLIFFS (CLF) leadership

Question · Q3 2025

Carlos Alba inquired about the implicit volume growth and potential pricing changes within the new automotive contracts, and also asked for early details on the type of rare earth mineralization and a timetable for feasibility studies.

Answer

Chairman, President, and CEO Lourenco Goncalves stated new auto contracts would generate 'a lot more margin' and highlighted Cleveland-Cliffs' extensive capacity across nine plants to support growing automotive demand in North America. Regarding rare earths, he confirmed the presence of minerals but declined to discuss specific elements or a feasibility timetable at this early stage.

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