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Storia in 6 fonti

Aluminum Market Facing ‘Serious and Prolonged Supply Outage’ | OilPrice.com

The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that depend on the base metal.

Raccontata daforbes.combusinessday.co.zazerohedge.comoilprice.combloomberg.comeconomictimes.indiatimes.com

Confronto fonti

6 prospettive sulla stessa storia
AI · summaries
oilprice.comStai leggendo3 g fa

Aluminum Market Facing ‘Serious and Prolonged Supply Outage’ | OilPrice.com

The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that depend on the base metal.

originale
zerohedge.com3 g fa

Aluminum Supply Crisis Is About To Get Worse

"Chinese authorities are now moving to rein in ..."

Leggi questa versione → originale
businessday.co.za5 g fa

Iran war triggers biggest aluminium supply shock in decades

Aluminium buyers face shortages and soaring premiums as Gulf output slumps

Leggi questa versione → originale
bloomberg.com2 g fa

Watch Aluminum Market Tightness Could Continue for 'Long Time,' Morgan Stanley Says - Bloomberg

Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long…

Leggi questa versione → originale
economictimes.indiatimes.com1 g fa

Premium for near-term LME aluminium at 19-year high as Iran war tightens supply

The war has curtailed most shipping through the Strait ​of Hormuz, a key route for Gulf producers to export aluminium and import raw materials. ​Two regional smelters were hit by Iranian strikes in late March.

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forbes.com5 g fa

Alcoa Wins From An Aluminum Boom Which Has Further To Run

UBS upgraded Alcoa to buy (A$110 target) as aluminum hits $3,650/t (+47% YoY), war cutting ~9% of global supply. Citi targets $4,000/t by H2 2026 — near-zero spare capacity and record-low inventories signal 1–2 years of elevated infrastructure CapEx.

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Timeline cronologica

  1. lunedì 25 maggio 2026·forbes.com

    Alcoa Wins From An Aluminum Boom Which Has Further To Run

    War in the Middle East has removed 9% of aluminum from the world market, driving the price higher with forecast that it will stay high for another one-to-two years

  2. lunedì 25 maggio 2026·businessday.co.za

    Iran war triggers biggest aluminium supply shock in decades

    Aluminium buyers face shortages and soaring premiums as Gulf output slumps

  3. mercoledì 27 maggio 2026·zerohedge.com

    Aluminum Supply Crisis Is About To Get Worse

    "Chinese authorities are now moving to rein in ..."

  4. mercoledì 27 maggio 2026·oilprice.com

    Aluminum Market Facing ‘Serious and Prolonged Supply Outage’ | OilPrice.com

    The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that…

  5. mercoledì 27 maggio 2026·oilprice.com

    Aluminum Prices Surge as Supply Shock Fears Grip the Market | OilPrice.com

    Aluminum prices are surging as Middle East disruptions, possible Chinese output cuts, and threatened Guinean bauxite limits raise fears of a prolonged supply crunch.

  6. giovedì 28 maggio 2026·bloomberg.com

    Watch Aluminum Market Tightness Could Continue for 'Long Time,' Morgan Stanley Says - Bloomberg

    Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the…

  7. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Premium for near-term LME aluminium at 19-year high as Iran war tightens supply

    The war has curtailed most shipping through the Strait ​of Hormuz, a key route for Gulf producers to export aluminium and import raw materials. ​Two regional smelters were hit by…