Global industries squeezed as Iran war enters third month

全球产业受压,伊朗战争进入第三个月

FT News Briefing

2026-05-04

11 分钟
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We tally the impact of war on industries around the globe as the conflict in Iran stretches into its third month. Plus, Britain braces for voters to deliver a potentially seismic change to the political system. And, though many industries are preparing to deal with shortages caused by the Strait of Hormuz closure, the US and Europe have a glut of milk. Mentioned in this podcast: Airlines slash flights as fuel shortage fears mount UAE fertiliser giant resorts to trucks to shift product out of Gulf Detroit carmakers warn of $5bn commodities shock due to Iran war Exxon and Chevron defy Trump pressure to boost oil production Oil market one month from crunch point as global stockpiles dwindle Trump’s war in Iran leaves US with sharpest fuel shock in G7 Political Fix: Labour braces for ballot box bloodbath The land of milk and no money: UK farmers are in a fix Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted by Victoria Craig and produced by Marc Filippino and Saffeya Ahmed. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. The show’s theme music is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Published by Capital Client Group, Inc. Good morning from the Financial Times.

  • Today is Monday, May 4th, and this is your FT News Briefing.

  • We're counting the cost of the war in Iran as industries face shortages and disruption.

  • Plus, Britain's governing party is bracing for local elections this week.

  • We're expecting a devastating set of results for Labour.

  • It could be their worst ever showing at a local election in England.

  • I'm Victoria Craig, and here's the news you need to start your day.

  • The U.S.-Israeli war on Iran is now in its third month.

  • The critical Strait of Hormuz, where a fifth of the world's oil traveled before the war, is still closed.

  • And that is causing a commodity shock that's hitting a lot of industries.

  • Firstly, airlines.

  • They're slashing thousands of flights globally because they're worried about running out of fuel in the coming weeks.

  • Since the start of the war in late February, the cost of jet fuel has doubled.

  • But driving instead of flying might not be any cheaper.

  • Not only are petrol prices soaring, but the cost to buy a car might also soar too.

  • U.S. Automakers estimate they're going to take a $5 billion hit from the war this year.

  • That 's because the domino effect from stalled oil shipments in the Gulf is making everything from aluminum