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Mon Β· 24 Aug 2026

DHL Express Says Aviation Fuel Secure for Summer Despite Iran War

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DHL Express Says Aviation Fuel Secure for Summer Despite Iran War

🚒 LOGISTICS β€” The world's largest express carrier just priced in a long war. πŸ“Œ LOOK CLOSER: DHL declaring summer supply secure isn't reassurance β€” it's a hedge disclosure. It means they've locked forward contracts at current elevated prices, not that supply risk has passed. For freight markets, a major carrier pricing continuity signals the industry expects no Hormuz resolution before Q3. That expectation, priced in at scale, removes market pressure on both Washington and Tehran to deal quickly.

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