The ongoing conflict in Iran has caused a major disruption in global energy markets. This is mainly due to the closure of the Strait of Hormuz, which has led to higher fuel costs and forced the aviation and defense sectors to change how they operate.

伊朗持續的衝突導致全球能源市場出現嚴重紊亂。這主要是由於霍爾木茲海峽的封閉，導致燃料成本上升，並迫使航空與國防部門改變其運作方式。

The stop of ship traffic through the Strait of Hormuz has seriously limited the export of crude oil and aviation fuel from Gulf refineries. This problem was made worse because the aviation industry relies on a 'just-in-time' refueling system, and refineries in India and East Asia depend heavily on Middle Eastern oil. Consequently, jet fuel prices rose sharply, reaching over US$230 per barrel in early April.

霍爾木茲海峽停止航運，嚴重限制了海灣精煉廠原油與航空燃料的出口。由於航空業依賴「及時」（just-in-time）加油系統，且印度與東亞的精煉廠高度依賴中東石油，使得問題更加惡化。因此，噴射燃料價格大幅飆升，在四月初達到每桶超過 230 美元。

To deal with these financial pressures, global airlines have taken several steps. For example, companies like American Airlines, Air Canada, and IndiGo have cancelled routes that were no longer profitable. Other airlines used 'fuel hedging' to protect themselves from price changes, while some increased ticket prices. Although there were fears of a total supply collapse, the market stabilized slightly because the US and Europe increased production and passenger demand decreased.

為了應對這些財務壓力，全球航空公司採取了數項措施。例如，美國航空（American Airlines）、加拿大航空（Air Canada）以及 IndiGo 等公司取消了不再獲利的航線。其他航空公司則利用「燃料避險」來抵禦價格變動，部分公司則調高機票價格。儘管當時擔心供應會完全崩潰，但由於美國與歐洲增加了產量，且乘客需求減少，市場略微趨於穩定。

Outside of the commercial sector, the US Department of Defense faced budget problems, spending over US$1 billion more than planned on fuel. This forced the military to reduce its training exercises. At the same time, the US economy showed signs of instability, as more people applied for unemployment benefits and consumer inflation rose by 3.8 percent in April 2025.

在商業部門之外，美國國防部面臨預算問題，燃料支出比原計畫多出超過 10 億美元。這迫使軍方減少訓練演習。與此同時，美國經濟顯示出不穩定跡象，申請失業救濟人數增加，且消費者物價指數在 2025 年 4 月上升了 3.8%。

Although the worst fuel shortages were avoided by finding new suppliers and reducing demand, the global economy is still at risk of long-term inflation and instability until the Strait of Hormuz reopens.

雖然透過尋找新供應商與減少需求避開了最嚴重的燃料短缺，但在霍爾木茲海峽重新開放之前，全球經濟仍面臨長期通貨膨脹與不穩定的風險。