MarketPulse

Strait of Hormuz disruption

4 articles
BenzingaBenzinga··Stjepan Kalinic

Aluminum's Hidden Crisis: Gulf Disruptions Spark 2M Ton Shortage by Year-End

Gulf region supply disruptions create 2 million ton aluminum deficit by 2026 year-end. Europe and U.S. face severe shortages; China gains export advantage while Quebec emerges as strategic Western alternative.
AARIObase metalselectricity costs
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··Evette Mitkov

LyondellBasell Sinks as Naphtha Crisis Roils Petrochemical Markets

$LYB declines as Iranian attacks tighten naphtha supply, spike prices 50% to $875/tonne, forcing Asian petrochemical production cuts.
LYBsupply chainStrait of Hormuz disruption
BenzingaBenzinga··European Capital Insights

Oil Surges to 9-Month High as Iran Strikes Roil Markets; Europe Faces Growth Headwinds

Oil prices spike to 9-month highs after US-Israel strikes on Iran. Euro core inflation eases to 2.2%, supporting ECB rate cuts, but Italy's growth weakens and shipping disruptions threaten supply chains.
BASFYAMKBYTKAMYAIIXYMiddle East tensionsIsrael-US strikes on Iran