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Hormuz Chokepoint Claims Next Victim: World's Largest Aluminum Smelter Cuts Capacity
The world's largest single-site aluminium smelter in the Middle East cut its output by about 20% on Sunday, marking yet another troubling development for the global economy. The disruption in the Strait of Hormuz is no longer just an energy story - it's now spreading into industrial metals. These second- and third-order effects could soon disrupt global supply chains and tighten aluminium availability, thus pressuring prices higher. Bloomberg reports that Aluminium Bahrain (Alba) began a controlled, safe shutdown of three reduction lines on Sunday to preserve business continuity amid heavily disrupted maritime ... (full story)
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- Mar 15, 2026 2:14pm Posted byFundamental Analysis265
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