节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
铝供应冲击推动价格创多年新高。铝供应冲击已引发全球市场动荡。中东冲突相关的供应中断导致严重的供应受限。受此影响，4月16日伦敦金属交易所铝价飙升至每吨3,672美元，创四年新高。
摩科瑞金属研究主管尼克·斯诺登称当前局势前所未有，指出此次铝供应冲击属现代金属史上规模最大之列。此外，中东占全球铝产量约9%，该地区任何供应中断均会引发即时全球性影响。
与此同时，交通运输、建筑及包装等行业面临成本上升压力。铝在上述行业中不可或缺，供应不稳定直接影响全球制造业及基础设施项目。
全球产能受限加剧供应缺口。铝供应冲击今年或导致至少200万吨供应缺口。摩科瑞警告，这一预估可能偏保守。该预测基于霍尔木兹海..
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