节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
铝价在美伊临时协议相关报道后回落至两个多月以来的最低水平。霍尔木兹海峡可能重新开放缓解了市场对供应瓶颈的担忧，导致伦敦金属交易所铝价下跌4.4%，至每吨3379.50美元。尽管市场即时反应显示供应风险有所降低，但行业仍持谨慎态度，交易商正等待运输协议的最终细节。
霍尔木兹海峡这一关键水道的潜在重新开放，此前经历了一段严重中断期，期间导弹袭击和运输关闭导致中东铝冶炼厂出现严重供应短缺。中东占全球铝产量约10%，该地区的物流障碍在今年早些时候显著影响了价格波动。特朗普总统已表示支持该水道“免通行费开放”。然而，船东仍持谨慎态度，在恢复正常运输时间表前寻求...
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