节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
3月2日，分析师指出，中东湾区域海上运输中断将同时影响该地区铝冶炼厂的原料进口与产品出口。海湾合作委员会国家铝产量占全球约8%，其冶炼厂依赖霍尔木兹海峡进口氧化铝以生产原铝；在美国和以色列袭击伊朗后，船只规避该海峡，导致原料补给线受阻。
航运数据提供商Kpler首席金属分析师Ben Ayre披露，当前有40.7万吨氧化铝正运往区域冶炼厂，仅6.1万吨已进入中东湾区域，且多数原料来自澳大利亚；预定目的地涵盖阿联酋全球铝业（EGA）迪拜冶炼厂、巴林铝业，以及卡塔尔铝业制造公司与挪威海德ɲ..
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