Where this was said
Aluminum, Coca-Cola Prices, and the Strait of Hormuz Connection
At 35:08 · chapter starts 33:00
Bobby Lee surprises Andrew by correctly identifying the geopolitical chain connecting Strait of Hormuz tensions to Coca-Cola price hikes: aluminum. Aluminum Bahrain, one of the world's largest smelters, cut output 10–19%, sending aluminum prices to multi-year highs and making every Coke can more expensive. The 'forever war' tangent that follows is genuinely interesting: Andrew argues no American war actually finishes, using Vietnam as his example — the US didn't lose, it just 'went home,' which is, as he notes, the American way of pretending you're not losing. Bobby's retort that Vietnam wasn't even officially a 'war' adds the punctuation.
Aluminum prices surged to multi-year highs partly because Aluminum Bahrain (Alba), one of the world's largest smelters, cut output roughly 10–19% due to Strait of Hormuz geopolitical tensions.
