伊朗战争暴露了西方在铝供应方面日益严重的脆弱性。铝是一种被美国列为关键制造业投入品的金属。

　　在海湾地区生产商Qatalum（挪威海德鲁公司与卡塔尔铝业制造公司的合资企业）开始关闭其冶炼厂，以及另一家生产商铝业巴林公司宣布遭遇不可抗力之后，伦敦金属交易所的铝价周三触及每吨3418美元的四年高点。

　　霍尔木兹海峡仍处于关闭状态，这可能会对“区域生产枢纽”造成进一步干扰。该地区提供了除中国以外全球23%的铝供应量。

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