Embraer: Airlines Delaying Aircraft Orders Amid Iran War Uncertainty

✈️ MARKETS — Airlines won't commit to new planes when they can't price next quarter's fuel. 📌 LOOK CLOSER: Embraer flagging order delays is a demand-side signal: airlines are freezing capital allocation because Brent at $95 and Hormuz closed make fleet economics unmodelable. This isn't a defense story — it's the war's cost bleeding into civilian aviation investment cycles. Each delayed order extends the industrial recession in aerospace and signals markets expect no near-term resolution.