The conflict in the Middle East is creating a shortage of aluminium, a critical component for renewable energy technologies like solar panels and wind turbines. Iranian attacks on major aluminium production facilities in the Gulf region have significantly reduced output, leading to a surge in global aluminium prices. This supply crunch threatens to undermine Asia's efforts to expand its clean energy infrastructure, despite increasing demand driven by high fossil fuel costs. AI
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RANK_REASON Significant impact on a key industrial material due to geopolitical events. [lever_c_demoted from significant: ic=1 ai=0.1]