What impact would Iran's blockade of the Strait of Hormuz have on the alumina industry?

According to TASS, the Iraqi Shiite armed group "Kata'ib Hezbollah" threatened on the 19th local time that if the United States intervenes in the conflict between Israel and Iran, the group will blockade the Strait of Hormuz and the Bab el-Mandeb Strait.

So the question arises: What impact would Iran's blockade of the Strait of Hormuz have on the alumina industry chain? Here's a brief analysis:

1. Middle East production capacity directly impacted
   The six Middle Eastern countries (including Iran and the UAE) have a combined alumina production capacity of 4.5 million tons, accounting for about 5% of the global total, with a utilization rate close to 100%. Iran itself has an alumina production capacity of 250,000 tons, but its self-sufficiency rate for bauxite is insufficient, heavily relying on imports from South Asia. The blockade will lead to port stagnation, causing disruptions in raw material supply and finished product exports, putting regional production capacity at risk of reduction.
2. The Strait of Hormuz, a vital global oil transport chokepoint, would trigger a domino effect rapidly impacting the world economy if blockaded.
3. Those relying on the transportation of bauxite through the Strait of Hormuz will be forced to detour, compounded by route disruptions, leading to a sudden increase in raw material supply pressure for alumina plants.