Aluminum's "bypass ability" has dropped from 80% to 40%, and this data is a bit alarming.

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Gulf Aluminium Rerouting Capacity Falls to 40%
Gulf Aluminium Rerouting Capacity Falls to 40% Amid Strait of Hormuz Disruptions

Gulf aluminium producers can now reroute only about 40 percent of output away from the Strait of Hormuz, down from earlier estimates of as much as 80 percent, according to Swiss private bank Julius Baer. This
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