economy
March 15, 2026
Hormuz Chokepoint Claims Next Victim: World’s Largest Aluminum Smelter Cuts Capacity
The disruption in the Strait of Hormuz is no longer just an energy story - it's now spreading into industrial metals
TL;DR
- Aluminium Bahrain (Alba) reduced its output by about 20% on Sunday.
- The disruption is attributed to heavily disrupted maritime shipping routes through the Hormuz chokepoint.
- This production cut accounts for roughly 2.2% of global aluminium production.
- The suspension aims to preserve Alba's raw material inventory.
- Gulf Cooperation Council members produced about 8.35% of global aluminium supply in 2025.
- The cutback and risk of broader disruptions could drive aluminium prices higher.
- Tankers are anchored on both sides of the Hormuz strait, indicating muted traffic.
- Iran's Foreign Minister stated the Hormuz waterway is open to all vessels except those linked to the US or Israel.
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