Petroleum coke shortage may hit aluminium production outside Gulf too: JP Morgan
- Posted on May 12, 2026
- By Business News Today
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- 1 min read
Petroleum coke shortage may hit aluminium production outside Gulf too: JP Morgan
Global aluminium production faces potential disruptions beyond the Gulf due to worsening petroleum coke shortages, a key raw material. JPMorgan Chase & Co. reports that a prolonged Strait of Hormuz closure could impact producers worldwide, potentially leading to operational challenges and production cuts. The market is already experiencing supply issues, with a significant deficit anticipated by 2026.