Why This Matters Now
Iranian forces struck two of the world's largest aluminum smelters on March 28, 2026. Emirates Global Aluminium reported significant damage to its Al Taweelah facility in Abu Dhabi. Aluminium Bahrain confirmed a second strike, compounding closures already underway: Alba had suspended three smelting lines representing 19% of its capacity after the Strait of Hormuz disruption began in late February. The combined effect removed between 4 and 5 million metric tons of annualized aluminum export capacity from the market.
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