Summary: Following the closure of the Strait of Hormuz and production cuts at major smelters like Alba (Bahrain) and Qatalum (Qatar), Alcoa has reported a significant uptick in inquiries for Q2 and H2 2026. With the Middle East accounting for nearly 20% of global supply (ex-China), extrusion manufacturers are aggressively looking to secure alternative sourcing to avoid H2 shortages.

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