Middle East Turmoil Fuels Aluminum Supply Fears, Inflation Uncertainty Rises

Published: Mar 12, 2026 17:35

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The market's main trading focus has remained on the geopolitical situation in the Middle East. Looking at this week's macro information, Trump released signals of negotiation, but Iran clearly stated that its new supreme leader would not negotiate with him. There was no clear easing in the US-Iran conflict for now, and concerns over energy and supply continued to be priced in. The US February CPI data came in line with expectations, showing inflation cooling steadily; however, against the backdrop of geopolitical conflict, divergences over the inflation outlook widened and uncertainty rose significantly.

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