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China seizes opportunity to boost aluminium exports amid the Middle East conflict – which countries stand to gain?
08 Apr 20266MINS
Primary AL
Restricted trade from the Gulf countries through the Strait of Hormuz and EGA’s Al Taweelah smelter becoming inoperative for a year due to Iranian strikes are seen as an opportunity for China’s aluminium export growth by many market analysts. Whether this ambition may turn real or not is something ...
Does the Hormuz freeze, hitting 9% global supply, reopen the door for an alternative 5-6 Mt aluminium supplier?
08 Apr 202610MINS
Primary AL
The recent escalation of conflict in the Middle East, notably a US-Israeli movement involving Iran in early 2026, has sent tremors through global aluminium markets. Gulf-region smelters account for roughly 9 per cent of the world’s primary aluminium supply (and over 20 per cent if China and Russia ...

06 Apr 20265MINS
Bauxite
Brazil sits among the world’s five major bauxite players as of 2025-alongside Guinea, Australia, Vietnam and Indonesia-with reserves estimated at around 1.7 billion tonnes. But that hasn’t translated into higher output. Production reached 33 million tonnes in 2025, unchanged from 2024, and has bee ...
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