Aluminium Bahrain force majeure: price shock and supply risks for mine planners
Reviewed by Joe Ashwell

First reported on MINING.com
30 Second Briefing
Aluminium prices on the London Metal Exchange jumped 2.5% to nearly $3,340/t, a four‑year high, after Aluminium Bahrain (Alba) declared force majeure and halted shipments via the Strait of Hormuz due to war‑related transit issues. About 5 Mt/y of Middle Eastern metal normally moves through this corridor, and Alba alone produced roughly 1.62 Mt in 2025, so traders now see a realistic upside scenario of $3,600/t if regional production is disrupted for a month. The squeeze compounds looming tightness from the planned closure of the Mozal smelter in Mozambique, a key supplier to Europe.
Technical Brief
- Alba invoked force majeure clauses specifically on transit through the Strait of Hormuz, not on production.
- Company confirmed no physical damage or operational disruption at the Bahraini smelter facilities.
- Alba operates the world’s largest aluminium smelter outside China, underscoring its systemic supply importance.
- More than 5 Mt/y of Middle Eastern aluminium exports transit the Strait of Hormuz shipping corridor.
- Significant volumes of bauxite and alumina are simultaneously imported through Hormuz to feed regional smelters.
- Qatar’s state-owned aluminium producer has already reduced output in response to the regional conflict.
- The UAE’s top aluminium supplier is drawing down offshore inventories to maintain contractual deliveries.
- Closure of the Mozal smelter in Mozambique removes a key European feed source, compounding Middle East risk.
Our Take
With more than 5 million tonnes of aluminium metal moving annually through the Strait of Hormuz, any disruption around Bahrain or neighbouring Gulf producers can quickly tighten LME availability and freight optionality for European and Asian offtakers.
Aluminium is one of the more frequently covered commodities in our 1101 Mining stories, but bauxite and alumina appear far less often, suggesting upstream supply risks to smelters like Alba’s are less transparently priced and monitored than the metal itself.
The juxtaposition of aluminium, copper and fertiliser majors such as Nutrien and Mosaic in this piece underlines how logistics or sanctions affecting the Middle East and US can simultaneously impact metals and agricultural inputs, complicating procurement strategies for diversified industrials.
Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.
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