Alcoa shares rose >5.5% and Century Aluminum up ~6.5% after Bloomberg reported EGA’s Al Taweelah smelter hit by Iranian missiles.
The Al Taweelah facility lost power, causing uncontrolled potline shutdown and solidified metal, leading to significant operational damage.
Aluminium Bahrain confirmed attacks; both plants each produced 1.6 million tonnes in 2025, part of the Middle East’s ~9% global aluminium supply.
The supply shock lifted aluminium‑related stocks, underscoring geopolitical risk to global metal markets.