EGA Al Taweelah Smelter Shutdown Threatens Global Aluminium Supply as Gulf Tensions Escalate

EGA The forced shutdown of Emirates Global Aluminium’s Al Taweelah smelter — one of the world’s largest single-site aluminium production facilities — removes up to 1.6 million tonnes of annual primary aluminium capacity from global markets at a time when supply balances were already tightening. EGA confirmed on 3 April that a complete restoration of production could take up to 12 months, a timeline that transforms what began as a geopolitical flashpoint into a structural supply deficit with pricing, procurement, and trade implications across the aluminium value chain. Scale of the ...