Emirates Global Aluminium (EGA), the largest aluminium producer in the Middle East, has declared force majeure on some supply contracts following Iranian missile and drone attacks on its Al Taweelah smelter in Abu Dhabi. The strikes, which occurred on March 28, have caused significant damage, potentially disrupting operations for up to 12 months. This development signals a major supply crisis in the Gulf, affecting a facility that produced 1.6 million tonnes of cast metal in 2025. The conflict has also impacted other regional producers. Aluminium Bahrain (Alba) halted operations on three smelting lines due to the closure of the Strait of Hormuz, while Qatar's Qatalum suspended operations after strikes on its energy infrastructure. Collectively, Gulf producers account for about 9% of global primary aluminium output. The disruption has driven London Metal Exchange aluminium prices above $3,500 per tonne, with potential to reach $4,000 if the situation escalates further. The aluminium supply crunch is exacerbating inflationary pressures across industries reliant on Gulf-sourced aluminium, including aerospace and automotive manufacturing. As the region grapples with ongoing tensions, the reopening of the Strait of Hormuz and the stability of a ceasefire remain critical to mitigating further economic impacts.