War in Iran - Impact on Offshore Rotorcraft Markets

The 2026 Iran war has shattered a foundational assumption of global energy markets: that the Strait of Hormuz would never actually close. It has.

The consequences extend far beyond the crude oil price spike. Fertiliser plants are offline as the Northern Hemisphere spring planting window opens. Petrochemical supply chains are fracturing. Sovereign governments from Pakistan to Slovenia are implementing wartime-style fuel rationing. Gulf offshore platforms have been de-manned and drilling programmes suspended indefinitely.

Air & Sea Analytics has published an article examining the economic impact — from the 9 million barrel/day supply shortfall to the cascading effects on LNG, fertilisers, petrochemicals, aviation, and the GCC helicopter industry.

The question is no longer whether this conflict reshapes the global energy order. It is how profoundly, and for how long.

Read the full analysis here: click here to read more...