(https://www.cnbc.com/2026/05/05/aluminum-prices-hormuz-ford-molson-coors.html) on Iranian war disruption, and industrial giants are bleeding from the input cost shockwave. Take $F — despite pulling $156B in annual revenue, they're operating on razor-thin 3.1% net margins with zero cushion to absorb this metal spike. Consumer staples like $TAP are getting hit even harder as packaging costs explode faster than their pricing power can respond.

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