AA
Aluminum · Basic Materials
Analyst
JP Morgan
Equibles does not estimate personal net worth.
Bill Peterson is recorded as Analyst at JP Morgan. Bill Peterson has spoken on 40 earnings calls and 1 other investor event across 13 companies, most recently for Steel Dynamics Inc on October 20, 2026. Those appearances were for Alcoa Corp (AA), Nucor Corp (NUE), COMMERCIAL METALS Co (CMC), Enovix Corp (ENVX), MP Materials Corp. (MP) and 8 other companies. The companies whose calls Bill Peterson spoke on are classified in the Basic Materials, Industrials, Energy and Consumer Cyclical sectors.
“That was actually going to lead to my – thanks for the color, but that was going to lead to my second question. And, you know, obviously there's – there's some concerns in the market around data center.”
“And, again, echoing, nice to have an accord of the execution. Just trying to, I guess, tie in some of the questions earlier on shipment potential for next year and maybe leaving Dearborn aside, I guess, how should we think about your shipment growth quantitatively maybe versus market growth?”
“Maybe actually piggybacking on this vicinity agreement, will you know, I guess, the final amount upon the approval of the capacity, or is this something that, as it grows, the potential for, I guess, up to the $250 million additional?”
“And, again, a really strong finish to the fiscal year. I wanted to come back to precast if I could.”
“Do you expect that he'd be probably more focused on Malaysia, improving the areas you just spoke to, or Korea, or somewhere in the supply chain? Just kind of any sort of tangible area where you think that you can get the most continuous improvement using your words?”
JP Morgan
Analyst
Transcript header (unverified)
AA
Aluminum · Basic Materials
NUE
Steel · Basic Materials
ENVX
Electrical Equipment & Parts · Industrials
Other Industrial Metals & Mining · Basic Materials
KALU
Aluminum · Basic Materials
ACHR
Aerospace & Defense · Industrials
STLD
Steel · Basic Materials
CSTM
Aluminum · Basic Materials
Specialty Retail · Consumer Cyclical