We are just starting to see the secondary supply chain effects of the closure of Hormuz. A 2.2% decrease in the global supply of aluminum will have meaningful price impacts first in aluminum, and then air travel, consumer goods, electric transmission and generation, and anything else that uses aluminum as an input.
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We are just starting to see the secondary supply chain effects of the closure of Hormuz. A 2.2% decrease in the global supply of aluminum will have meaningful price impacts first in aluminum, and then air travel, consumer goods, electric transmission and generation, and anything else that uses aluminum as an input.