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Peter Zeihan: Aluminum Shortages Coming Soon

Thought Leader: Peter Zeihan
March 27, 2026

Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters.

The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace.

The U.S. will catch a break on most of this pressure, since it relies on recycled aluminum for much of its supply. However, global supply shortages, coupled with Trump’s tariffs, will still drive up prices.

Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. He combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. Peter is also a New York Times best-selling author whose first three books — The Accidental Superpower, The Absent Superpower and Disunited Nations — have been recommended by Mitt Romney, Fareed Zakaria, and Ian Bremmer. Peter’s fourth book, The End of the World is Just the Beginning: Mapping the Collapse of Globalization, was published in June 2022 and was a New York Times bestseller.

With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. To host him, contact us.

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