Aluminum production hit by Middle East conflict: Nearly 4% in Q1 and 32% in Q2

Source: AL Circle Apr 23, 2026 17:35

Global aluminum production and supply is considerably driven by the Gulf Cooperation Council (GCC), which contributes around 9 per cent of aluminum to the supply chain. Every year, the GCC produces and supplies approximately 6 to 6.5 million tonnes and 5 to 5.5 million tonnes of aluminum, respectively. However, 2026 is proving to be an exception owing to the ongoing Middle East conflict, as the impact of the geopolitical tensions clearly reflect on the aluminum production of the region in the January-March quarter (Q1) of 2026.

Aluminum production and supply have been strained for nearly two months since the end of February and the beginning of the Middle East conflict between the US-Israel and Iran. Aluminum prices on the London Metal Exchange have shot up 13.67 per cent as the aluminum production in the Gulf

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