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Aluminium supply crunch threatens Asia’s clean energy push amid Iran war

South China Morning Post · · 255 words · By Biman Mukherji
open_in_new Read the original article: https://www.scmp.com/week-asia/economics/article/3354128/aluminium-supply-crunch…

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 4
info Single Source 4
help Insufficient Evidence 2
schedule Pending 1
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“Key Gulf plants have been hit by Iranian missiles”
CORROBORATED
Multiple independent sources, including Wikipedia, The Hindu, and Türkiye Today, confirm that Iran launched missile and drone strikes on aluminium plants in the UAE and Bahrain in February/March 2026.
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web search NEUTRAL — At around 12:53 p.m. on 28 February 2026, following the coordinated 2026 Israeli–United States strikes on Iran, the Islamic Republic of Iran launched a multiday series of missile and drone airstrikes …
https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_the_Un…
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web search NEUTRAL — Iran's Revolutionary Guards said on Sunday (March 29, 2026) they launched missile and drone strikes on aluminium plants in Bahrain and the UAE over the weekend, targeting what they described as indust…
https://www.thehindu.com/news/international/iran-guards-say-…
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web search NEUTRAL — Iran says it fired missiles and drones at plants belonging to two of the world’s largest aluminium producers in Bahrain and the United Arab Emirates.
https://www.turkiyetoday.com/region/iran-targets-aluminium-p…
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“the blockade of the Strait of Hormuz is affecting aluminium supplies”
CORROBORATED
Wikipedia and multiple web search results confirm that the Strait of Hormuz has been largely blocked since February 28, 2026, and that this blockade has stranded aluminium shipments.
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web search NEUTRAL — Shipping traffic through the Strait of Hormuz, a major maritime choke point for world energy trade, has been largely blocked by Iran since 28 February 2026, when the United States and Israel launched …
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis
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web search NEUTRAL — A U.S. blockade and conflict in the Strait of Hormuz have stranded Gulf aluminum shipments and driven prices to a four-year high, exposing global supply vulnerabilities and deepening trade strain.
https://www.npr.org/2026/04/21/nx-s1-5770135/gulf-aluminum-s…
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web search NEUTRAL — The stalemate means that the Strait of Hormuz , a critical waterway off Iran's coast that Tehran effectively blocked in response to US-Israeli strikes, remains closed. Earlier in April, US forces anno…
https://www.bbc.com/news/articles/c5yv6xr6me3o
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“Major aluminium smelters in the Middle East were struck by Iranian missile and drone attacks, according to ANZ Bank”
CORROBORATED
The claim that ANZ Bank reported strikes on major Middle East aluminium smelters is explicitly mentioned in the web search results, and the fact of the attacks is corroborated by other sources.
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web search NEUTRAL — As of 9 April 2026, the UAE has intercepted and destroyed 537 ballistic missiles, 2,256 drone attacks and 26 cruise missiles fired from Iran using their THAAD and Patriot missile defence systems acqui…
https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_the_Un…
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web search NEUTRAL — Major aluminium smelters in the Middle East were struck by Iranian missile and drone attacks, according to ANZ Bank, noting the loss of nearly 1.6 million tonnes of production after the attacks on Emi…
https://www.scmp.com/week-asia/economics/article/3354128/alu…
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web search NEUTRAL — Iran said on Sunday it was responsible for attacks targeting two major aluminum smelters in the Gulf region, specifically in Bahrain and the United Arab Emirates. The attacks come about a month after …
https://ima-api.org/aluminum-prices-rise-after-iranian-attac…
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“noting the loss of nearly 1.6 million tonnes of production after the attacks on Emirates Global Aluminium’s Al Taweelah and ALBA facilities on March 28”
CORROBORATED
Multiple sources confirm that Emirates Global Aluminium (EGA) and ALBA facilities were damaged by Iranian attacks. One source specifically links the 1.6 million tonne figure to the Al Taweelah smelter's production capacity.
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web search NEUTRAL — Emirates Global Aluminium and Aluminium Bahrain both confirmed their plants were affected by the attacks, with injuries reported at both sites.Meanwhile, Qatar’s Qatalum also announced a controlled pr…
https://www.thenationalnews.com/business/2026/03/29/uae-and-…
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web search NEUTRAL — Facility Profiles. Emirates Global Aluminium (EGA). Al Taweelah smelter, Abu Dhabi. Produced 1.6 million tonnes of cast metal in 2025; sold 2.84 million tonnes total.
https://www.exiger.com/perspectives/iran-gulf-aluminum-strik…
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web search NEUTRAL — Emirates Global Aluminium and Aluminium Bahrain (Alba) both reported damage to their primary aluminum facilities due to Iranian attacks.
https://www.lightmetalage.com/news/industry-news/smelting/eg…
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“Chinese companies... face a regulatory cap of 45 million tonnes”
SINGLE SOURCE
The provided web search results for this claim are completely irrelevant, discussing Chinese language and restaurants rather than aluminium production caps.
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web search NEUTRAL — Find the best Chinese Restaurants near you on Yelp - see all Chinese Restaurants open now and reserve an open table. Explore other popular cuisines and restaurants near you from over 7 million busines…
https://www.yelp.com/nearme/chinese-restaurants
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web search NEUTRAL — All varieties of Chinese are tonal at least to some degree, and are largely analytic. The Chinese language is transcribed via a writing system consisting of logographic characters, historically in the…
https://en.wikipedia.org/wiki/Chinese_language
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web search NEUTRAL — Chinese languages, principal language group of eastern Asia, belonging to the Sino-Tibetan language family. Chinese exists in a number of varieties that are popularly called dialects but that are usua…
https://www.britannica.com/topic/Chinese-languages
info
“Aluminium prices on the London Metal Exchange have surged by more than 13 per cent since the start of the Iran war on February 28”
SINGLE SOURCE
The search results provide general LME price pages and historical data but do not provide the specific percentage increase (13%) since February 28 to verify the claim.
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web search NEUTRAL — Current and historical Aluminium prices, stocks and monthly averages.
https://www.lme.com/metals/non-ferrous/lme-aluminium
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web search NEUTRAL — LME aluminum prices 2025 chart and graph is below the table. Aluminum in most parts of the world depends on the price of aluminum on the LME.
https://www.zamak.us/lme-aluminum-prices-2025/
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web search NEUTRAL — London Metal Exchange aluminum price professional analysis platform, providing today's prices, trend charts and historical data.
https://www.worthwillaluminium.com/aluminum-price/lme/
info
“or up 19 per cent in the year to date, according to Reuters”
SINGLE SOURCE
While one source mentions prices soaring due to the Iran war, none of the provided evidence specifically confirms the '19 per cent year to date' figure attributed to Reuters.
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web search NEUTRAL — Explore real-time Aluminium price data and key metrics crucial for understanding and navigating the Aluminium market.
https://www.investing.com/commodities/aluminum
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web search NEUTRAL — Aluminium prices surged to a 13-year high of $3,000 a tonne as sharp fluctuations in economic activity during the pandemic have amplified the impact of supply glitches and rising demand.
https://www.moneycontrol.com/news/business/explained-why-alu…
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web search NEUTRAL — Aluminium prices are expected to be above $4 000 per metric ton between the third quarter of 2026 and the second quarter of 2027 due to a market deficit caused mainly by the Iran war, an analyst from …
https://www.miningweekly.com/article/cru-sees-aluminium-pric…
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“The metal’s benchmark price was trading at US$3,597 per tonne on Tuesday”
SINGLE SOURCE
The search results for this claim are completely irrelevant, returning PC benchmark tools (UserBenchmark, 3DMark) instead of aluminium price data.
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web search NEUTRAL — Compare results with other users and see which parts you can upgrade together with the expected performance improvements.
https://www.userbenchmark.com/Software
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web search NEUTRAL — UserBenchmark is a free online benchmark tool that tests your CPU, GPU, RAM, and storage directly in your browser to show performance scores and compare against other users with similar hardware.
https://userbenchmark.org/
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web search NEUTRAL — 3DMark includes everything you need to benchmark gaming performance in one app. Whether you're on a PC, Mac a tablet or a smartphone, 3DMark includes benchmarks designed specifically for your hardware…
https://benchmarks.ul.com/3dmark
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“Overall, nearly 3 million tonnes of production may be affected, ANZ Bank said”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim in the search results.
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“According to Wood Mackenzie... the conflict could remove 3 million to 3.5 million tonnes of aluminium from production this year in the global market”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim in the search results.
schedule
“which posted an output of just below 74 million tonnes in 2025”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.