节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
美以袭击伊朗后，铝行业受冲击加剧——周二卡塔尔铝业（Qatalum）启动关闭流程，其股东挪威海德鲁（Norsk Hydro）已向客户发出不可抗力通知。Qatalum由海德鲁持股50%，卡塔尔能源公司（QatarEnergy）为另一股东，项目设计年产原铝64.8万吨。关闭触发点为天然气供应商通知暂停供应，而卡塔尔能源因伊朗无人机袭击全球最大LNG出口基地拉斯拉凡（Ras Laffan）综合设施，周一已暂停LNG生产，周二进一步宣布停止包括铝在内的部分下游产品生产，引发天然气价格飙升。
铝产量及市场的直接反应方面，Qatalum预计3月底完全关闭，全面重启需6至12个月，海德鲁据此向客户发布不可抗力通知。伦敦金属交易所（LME）铝价连涨两日，盘中刷新1个月高位；..
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