Airbus Faces Limited Disruption From Iran War -- Market Talk

Dow Jones03-24

0950 GMT - Airbus expects a limited impact from the conflict in the Middle East in the near term, Berenberg analysts write in a research note following a dinner event with the European plane maker's CFO. The Middle East accounts for 11% of Airbus's scheduled aircraft deliveries between 2026 and 2030, they note. However, prolonged disruption to regional air traffic could pose a threat to supply chains and increase the risk of customers deferring orders, they say. Airbus has buffer stocks of aluminum and the company said it is well protected from near-term price rises, the analysts note. Airbus shares trade 1.9% lower at 163.26 euros. (mauro.orru@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 05:51 ET (09:51 GMT)

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Airbus has buffer stocks of aluminum and the company said it is well protected from near-term price rises, the analysts note. Airbus shares trade 1.9% lower at 163.26 euros. 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The Middle East accounts for 11% of Airbus's scheduled aircraft deliveries between 2026 and 2030, they note. However, prolonged disruption to regional air traffic could pose a threat to supply chains and increase the risk of customers deferring orders, they say. Airbus has buffer stocks of aluminum and the company said it is well protected from near-term price rises, the analysts note. Airbus shares trade 1.9% lower at 163.26 euros. 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