Auto industry monitors Iran war as aluminum, plastics, chip supplies face potential disruption

 

Oil tankers are seen in the Strait of Hormuz, a major global shipping lane that has been effectively shut down by Iran. (REUTERS)

By

John Irwin

March 11, 2026 12:05 PM EDT

Automakers and suppliers worldwide are reexamining their supply chains as the war in Iran threatens access to aluminum, semiconductor materials and logistics routes in the Middle East.