Where the auto supply chain is most threatened by the Iran war

Oil prices topping $100 per barrel, combined with rising consumer fuel costs and shortages of metals and petrochemicals refined in the Gulf, threaten to raise input costs for automakers. The dual pressure could compress auto sector margins and weigh on demand if higher fuel costs and supply disruptions persist.

Analysis

Oil prices topping $100 per barrel, combined with rising consumer fuel costs and shortages of metals and petrochemicals refined in the Gulf, threaten to raise input costs for automakers. The dual pressure could compress auto sector margins and weigh on demand if higher fuel costs and supply disruptions persist.