Uncertainty over Iran war causes airlines to suspend aircraft orders — Bloomberg

LootboxPhobia · 2026-03-09T19:25:22+00:00

Due to the decline in travel demand caused by the Iran war and rising airline fuel prices, Middle Eastern and Asian airlines have suspended aircraft procurement discussions. Airlines are assessing the timeline for operational recovery and financial impacts, leading to the postponement of aircraft transactions and lease negotiations. Some airlines may delay deals, causing concern among manufacturers.

LootboxPhobia

2026-03-09 19:25:22

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Investing.com – According to Bloomberg, citing sources familiar with the matter, due to Iran’s ongoing 10-day conflict disrupting travel demand and causing a surge in jet fuel prices, airlines across the Middle East and Asia are postponing aircraft procurement discussions.

The conflict has reversed the previous surge in new aircraft demand, with Airbus (EPA:AIR) and Boeing (NYSE:BA) struggling to keep up with orders before last month.

Sources familiar with the companies’ plans revealed that Gulf airlines are waiting to assess when normal operations can resume and evaluate the financial impact of the war before making final decisions on aircraft deals. As negotiations are private, these sources requested anonymity.

Sources also said that several Asian airlines, including Lion Air, Indonesia Eagle Air, and AirAsia, are reviewing the timing of large jet aircraft purchases. Some airlines are considering delaying deliveries due to the sharp rise in jet fuel prices triggered by the Iran conflict.

The sources indicated that, as some Gulf and Asian airlines face operational difficulties, discussions about future aircraft transactions and leasing agreements have been temporarily put on hold. Leasing contracts allow airlines to acquire aircraft more quickly than direct purchases.

Sources added that aircraft manufacturers and leasing companies are concerned that some clients may delay transactions. This uncertainty stems from doubts about travel demand, fuel costs, and the ability of airlines to operate in hostile airspace.

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