Strategic Analysis: Global Aluminium Supply Impact 3 Months After Strait of Hormuz Closure

On May 5, investment experts from COGEFI Gestion and Arkéa Asset Management highlighted that over 3 million tonnes of aluminium capacity remain offline, representing 4% of global supply. During their appearance on BFM Bourse, the analysts discussed the immediate post-closure supply deficit and noted that agricultural commodity prices were projected to rise 13% starting in January 2026.