3月1日，和讯投顾魏玉根表示，今日铝价涨幅超过铜价，主要受中东地区电解铝产能面临停产威胁影响。据悉，当地约700万吨电解铝产能因原材料氧化铝无法通过霍尔木兹海峡运输而供应受阻，同时伊朗80万吨产能或因电力短缺停产，合计占全球铝产能比例达10%，供给收缩预期强烈。经济学规律显示，当需求持续上升而供给下滑10%时，价格易形成上行趋势。相比之下，中东铜储量占全球5%-6%，其中70%集中于伊朗，年开采量41万吨、全球占比约2%，尽管伊朗铜生产若受影响也会对全球供给产生一定扰动，但整体影响幅度显著小于铝市场。
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