🔺......but Goldman commodity desk view is if we were to lose 600k MT, price should rally by 5-7% and prompt vol by 5%.

🔺《Goldman Expects Aluminum Spike After Iran
Attacks Damages The Two Largest Gulf Producers》 ——TYLER DURDEN，MONDAY, MAR 30,2026 - 08:25 AM

🔺His parting warnings,"Remember - Demand shocks are linear, Supply shocks are often exponential."