Hormuz Disruption Weighs on Alumina as Aluminium Flows Surge

AI Summary

The aluminium supply chain experienced notable disruptions in Q2 2026, affecting alumina flows to the Arabian Gulf. A surge in aluminium exports from Australia and Canada partially offset these challenges, with future outlook dependent on the potential escalation of US conflict involvement.

The second quarter of 2026 saw further disruption to the aluminium supply chain, particularly weighing on aluminia flows to the Arabian Gulf. A surge in aluminium flows was driven by incremental increases in exports originating from Australia and Canada. The outlook for the chain remains dependent on the re-escalation of the conflict between the US ...