The Iran conflict is disrupting the global aluminum market. Gulf countries produce about 6.2 million tons annually (4th globally), but Iranian strikes on key facilities have already pushed prices up over 10%. Emirates Global Aluminium’s major Al Taweelah smelter—responsible for ~2.3% of global output—may take up to a year to recover after attacks. Although the Middle East accounts for ~9% of global production, existing low inventories amplify the impact. Because aluminum is essential for industries like aviation, packaging, and renewable energy, supply disruptions are spreading across the broader global economy, turning the situation into a wider industrial crisis.
Iran conflict disrupts global aluminum market
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Author:Herculis Advisors
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