The stability of global supply chains is once again being tested. closure of the Strait of Hormuz on March 1, 2026 has triggered a new episode of international logistical tension that is already impacting the automotive sector and, especially, the spare parts aftermarket.
With a significant portion of the world's oil transiting through this strategic strait, the blockade has triggered an immediate domino effect: increased energy costs, higher maritime freight rates, and longer logistics lead times between Asia and Europe.
For the spare parts sector, where the immediate availability of parts is key to ensuring the operability of fleets, the scenario poses a significant challenge for the coming months.
The blockade of the Strait of Hormuz strains world trade
El Strait of HormuzA maritime corridor just 33 kilometers wide channels approximately 20% of the world's oil and nearly 40% of the crude oil transported by sea.
Following the closure of the crossing by the Iranian Revolutionary Guard, international maritime traffic has been forced to urgently reorganize.
The major shipping companies have opted for divert their routes towards the Cape of Good HopeThis avoids conflict zones in the Middle East. This decision significantly increases transit times between Asia and Europe.
The logistical impact is immediate:
- Between 10 and 14 additional days of sea freight
- Significant increase in fuel consumption
- Saturation in strategic ports
- Increase in the cost of international transport
Higher freight costs and pressure on margins
Shipping is already reflecting the consequences of the conflict.
Shipping companies have introduced surcharges for war risk and logistical emergency that range between $2.000 to $4.000 per container, which multiplies the logistical cost of many goods.
For the spare parts sector, which is highly dependent on the import of components and raw materials, this increase directly affects the profitability of the supply chain.
This pressure is compounded by the rising cost of petrochemical raw materials. A modern vehicle contains between 150 and 200 kg of plastic components and petroleum derivatives, present in elements such as:
- Sleeves and pipes
- Gaskets and seals
- Interior panels
- Fluids and lubricants
With the Brent crude price exceeding $80 per barrel and forecasts close to $100, the cost of these materials could increase to one 25% if the situation continues.
The “just in time” model, under scrutiny
For years, the automotive industry has optimized its operations under the model lean manufacturing and just in timeminimizing stock levels. However, the current geopolitical context highlights the limitations of this approach when disruptions occur in global logistics routes.
The 10-14 additional days of maritime transit These factors pose a challenge to safety stock levels, especially for high-turnover components. For spare parts distributors, ensuring immediate product availability will be a critical factor throughout 2026.
Impact on component manufacturers
The logistics crisis also comes at a delicate time for the components industry.
Global manufacturers such as Bosch, Continental or ZF They were already in a process of adjustment due to the technological transition to electric vehicles and the increase in Asian competition.
In this context, various restructuring plans announced in the sector could entail More than 100.000 jobs affected worldwide before the end of 2026.
The new pressure on energy and logistics costs adds an additional factor of uncertainty for the industry.
Outlook for the spare parts market in Spain
Despite the international context, the Spanish spare parts distribution market closed 2025 with a growth of 6,8%.
However, the forecasts for 2026 are being revised downward. Industry estimates now point to approximate growth of 3,1 %, reflecting a scenario with greater geopolitical uncertainty and pressure on costs.
It is not necessarily a market contraction, but rather an environment more demanding in planning and inventory management.
In this scenario, the role of wholesale distributors will be key to ensuring product availability in the professional channel.
Domestic transport also puts pressure on costs.
In addition to international problems, there is also pressure on national logistics.
Transport associations have warned of a Possible price increase of up to 20 cents per liter for professional diesel, which will directly impact distribution costs.
Since the approval of the regulations in March 2022, carriers are required to to pass on the fuel price increase to the shippersthus transferring the impact to the entire logistics chain.
For spare parts distribution companies, where last-mile logistics represents a significant part of the margin, this factor takes on special relevance.
Digitalization and artificial intelligence: the sector's response
Given this volatile scenario, operational efficiency will be key.
The main industry trends for 2026 point to a growing adoption of tools for artificial intelligence and advanced analytics to optimize operations such as:
- Predictive inventory management
- Optimization of distribution routes
- Reference turnover analysis
- Automation of logistics processes
These technologies allow for reduced logistics costs and improved product availability, with potential fuel savings of up to 20% through more efficient planning.
A new scenario for after-sales
The Hormuz Strait crisis highlights an increasingly evident reality: the commercial vehicle aftermarket operates in a highly interconnected global environment.
Companies that succeed anticipate demand, strengthen your stock management, and optimize your logistics They will be better positioned to face a complex international context.
In a market where parts availability is critical to maintaining fleet operability, the adaptability and logistical efficiency will make a difference.
