[Futures Hotspot Tracking] Tanker traffic in the Strait of Hormuz has begun to recover, LME aluminum futures fell to a near three-month low, the Middle East's capacity release is imminent, can the supply tight narrative be reversed?

2026-06-23

[Futures Hotspot Tracking] Tanker traffic in the Strait of Hormuz has begun to recover, LME aluminum futures fell to a near three-month low, the Middle East's capacity release is imminent, can the supply tight narrative be reversed?