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Commodity Market Misinformation / Aluminum Pricing confidence 11/100

Analyst Flags Fabricated Causal Link Between Middle East Conflict and Aluminum Price Move

Critical review finds supply-disruption narrative unsupported by production geography: Middle East holds ~5% of global aluminum output, not the ~10% claimed; China, Russia, and energy costs are the real price drivers.

ndtv-profit-business · 7/1/2026, 5:32:46 AM · Ask about this →