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Petroleum coke shortage could disrupt global aluminium production beyond the Gulf, JPMorgan warns
Economy
Published on 12 May 2026
A Strait of Hormuz shutdown may tighten key inputs
JPMorgan warns that worsening petroleum coke shortages could disrupt aluminium production worldwide, not just in the Gulf. The bank says a prolonged closure of the Strait of Hormuz could impair supply of the critical smelting fuel, pushing some producers toward operational constraints or production cuts. Supply tightness is already visible, with a major deficit expected by 2026.
- Petroleum coke shortages threaten aluminium output beyond the Gulf region
- A prolonged Strait of Hormuz closure could worsen the supply squeeze
- Producers may face operational disruptions and possible production cuts
- A sizable deficit is projected by 2026
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times