This week, Australian shares continued their last week's upward trend, with $S&P/ASX 200(XJO.AU)$ rising 1.27% to close at 8,579.50 points in the past 5 days. 1. $Alcoa Corp(AAI.AU)$ +18.37% Top drivers: Middle East aluminum supply shock: Iranian strikes damaged major Gulf smelters (Al Taweelah and Alba), causing outages and tightening global supply (Middle East ~9% of world production); LME aluminum prices spiked 4–10% in sessions, hitting four-year highs. Direct beneficiary as non-Gulf producer: Alcoa positioned to gain from higher prices, reduced competition, and potential margin expansion; peers like Century Aluminum also surged sharply. Commodity rally tailwinds: Broader industrial metals str