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BenzingaBenzinga··Stjepan Kalinic

Hormuz Disruption Could Cripple Copper Mining, Warns Billionaire Friedland

Billionaire Robert Friedland warns Strait of Hormuz disruptions threaten global copper supply via sulphuric acid shortages, though $IVPAF positioned as net seller.
COPXGLNCYCMCLYsupply chaincopper production
BenzingaBenzinga··Stjepan Kalinic

Aluminum Hits Multi-Year Peak as Geopolitical Crisis Tightens Global Supply

Aluminum prices surge above $3,540/ton amid Middle East supply disruptions and AI demand. Alcoa receives analyst upgrades as market tightening drives improved profit outlook.
AASOUHYIYMAI data centersStrait of Hormuz