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Metals & Mining, Non-Ferrous
April 17, 2026
Featuring Jia Hui Tan, Alisdair Bowles, Kip Keen, and Anthony Rizkala
HIGHLIGHTS
Aluminum supply tightens amid Mideast tensions
Production disruptions drive premium surge
Market faces potential year-long repairs
From logistics disruptions to outright production losses amid Middle East tensions, the aluminum market is tightening fast. With major Middle East capacity disrupted and repairs taking up to a year, premiums have surged in response — and further volatility may lie ahead.