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The Iran war is coming for your Diet Coke

The disruption in aluminium exports is hitting beverage manufacturing and power grid build-outs

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    • The closure of the Strait of Hormuz has disrupted exports of aluminium from smelters in the Persian Gulf, and that has hit beverage manufacturers in India.
    • The closure of the Strait of Hormuz has disrupted exports of aluminium from smelters in the Persian Gulf, and that has hit beverage manufacturers in India. PHOTO: REUTERS

    David Fickling

    Published Tue, May 26, 2026 · 06:30 AM

    GEOPOLITICS is currently making it harder for India’s 1.4 billion people to cool off in the punishing summer heat. Things are about to get a whole lot worse.

    The problem right now is with Diet Coke. The closure of the Strait of Hormuz has disrupted exports of aluminium from smelters in the Persian Gulf, which account for about a fifth of supplies outside China.

    That has hit beverage manufacturers in India, where the soda is available only in metal cans, in turn sparking a burst of end-times hedonism.

    AluminiumIran warElectricityenergy transitionMetalsBeverages

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