Metal stocks surge as West Asia conflict disrupts aluminium supply chains. National Aluminium jumped 6.6% while Hindalco, Lloyds Metals, and Welspun Corp gained over 3% each on Thursday's market rebound. The Nifty Metal Index climbed 2.3% as the closure of the Strait of Hormuz, a critical transit route for Gulf region exports, triggered supply concerns. West Asia accounts for approximately 8% of global aluminium capacity, with major producers Saudi Arabia, UAE, and Bahrain heavily dependent on this shipping corridor. Key smelter Aluminium Bahrain halted shipments Wednesday, intensifying supply shortage worries. Analysts expect aluminium prices to trade between $3100 and $3500 in the near term with significant volatility. Higher metal prices improve company profit margins, driving investor interest in metal sector stocks.