India Diet Coke price rises 13% as Iran war disrupts aluminium supply

The war in Iran has severely limited commercial shipping through the Hormuz Strait, choking the flow of aluminium from the Persian Gulf, which supplies about 9% of the world’s primary aluminium. The disruption has created a shortage of aluminium cans for Coca‑Cola in India. To cope, the company replaced its 300 ml Diet Coke aluminium cans with larger 330 ml cans and raised the price from 40 rupees to 50 rupees, a per‑millilitre increase of roughly 13.6%.

Coca‑Cola has also begun sourcing aluminium cans from Southeast Asia, further raising costs. Some bottlers have re‑introduced 200 ml glass‑bottles for Diet Coke as a pricey alternative. Analysts expect aluminium prices to remain high and the supply constraint to persist for months, affecting not only beverages but also sectors such as automotive, construction and electronics.