The ongoing conflict in the Middle East has begun to directly impact the global aviation industry. It is reported that Boeing is experiencing delays in parts deliveries, while increasing costs are placing the entire sector under strain.
Disruptions Begin in the Supply Chain
U.S. aircraft manufacturer Boeing has started experiencing delays in parts deliveries to airlines in the region following the conflict in the Middle East. According to Reuters, the war, ongoing since February 28, is directly affecting the company’s operations.
The company is reportedly in contact with its suppliers, particularly in the Gulf region, to assess whether production and shipment processes have been impacted. It is known that manufacturers based in the United Arab Emirates supply some critical aircraft components.
Strait of Hormuz Crisis Drives Up Costs
One of the biggest impacts of the conflict has been the closure of the Strait of Hormuz. The shutdown of this critical passage, through which a significant portion of the world’s oil flows, has caused sharp increases in energy prices.
Rising oil and natural gas prices have:
- Increased jet fuel costs
- Raised the prices of aluminum and other metals used in production
- Expanded global logistics and transportation expenses
Not Only Boeing: Competitors Also Affected
The effects of the crisis are not limited to Boeing. Europe-based Airbus and Brazilian manufacturer Embraer are also closely monitoring developments.
It is stated that Airbus is in constant communication with its customers and suppliers in the region, while Embraer is also analyzing supply chain risks originating from the Middle East.
Uncertainty Over Demand and Production
Experts note that if the conflict continues, new aircraft demand in the Middle East may slow down. Aviation consultant Richard Aboulafia stated that the biggest risk is long-term market contraction.
On the other hand, the possibility of increased defense production in the United States could also affect civil aviation. A potential legal regulation shifting production toward military projects could limit commercial aircraft production capacity.
Increasing Pressure from Military Production
Boeing’s plan to increase production of F-15EX Eagle II fighter jets stands out as another factor that could challenge the company’s commercial operations. Previous strikes and production disruptions had already negatively affected delivery processes.
