绕飞与空域封闭使部分航班增加数小时；印度相关航线因避开 Pakistan 空域而受影响更大。Emirates 为避开海湾及伊朗、伊拉克空域，多数航线需额外增加逾 1 小时，迫使航机载运更多燃油；在能源成本飙升下，额外燃油成为高昂负担。United Arab Emirates 与 Qatar 表示已建立安全空中走廊，但机场仍出现进场等待情形。
冲击亦来自能源端：冲突几乎关闭 Strait of Hormuz（承载全球约五分之一石油流量），推升原油、柴油与航空燃油价格并引发燃油附加费与避险合约抢购。避险差异使风险分化：Bloomberg Intelligence 指出 China 的 Big Three 与 IndiGo 对油价波动较暴露，Cathay Pacific Airways Ltd. 近端预期燃油消耗约避险 30%。股市面，Bloomberg World Airlines Index 自战事近两周前爆发以来下跌逾 11%；营运面，2 月 28 日至 3 月 11 日间中东往返取消逾 46,000 班（Cirium Ltd.），同时供给缺口让 British Airways、Deutsche Lufthansa AG、Air France-KLM、Air India Ltd. 等加开航班或换大机型以承接需求外溢。
The Iran war has exposed how fragile global aviation has become: airspace closures across Iran and the Gulf have forced airlines that rely on hubs such as Dubai, Abu Dhabi, and Doha to reroute, disrupting carefully synchronized schedules for passengers, crews, and aircraft and leaving tens of thousands of travelers and hundreds of planes out of position. Europe–Asia flying has become harder and costlier as carriers that already avoided Russian airspace after 2022 now face additional blocked corridors, effectively funneling traffic through a narrow band over Georgia and Azerbaijan; Azerbaijan briefly restricted parts of its airspace, leaving a passage of only about 50 miles (about 80 km).
These constraints add hours on some itineraries, with India-linked routes hit especially hard as airlines avoid Pakistan’s airspace. Emirates, the world’s largest international carrier, is adding more than 1 hour to most routes by steering clear of the Gulf as well as Iranian and Iraqi airspace, which in turn requires carrying extra fuel—an expensive penalty amid higher energy costs. The United Arab Emirates and Qatar say they have established safe air corridors, but operational reliability remains strained, including episodes of holding patterns at Dubai during renewed threats.
The shock also runs through energy markets: the conflict has effectively shut the Strait of Hormuz, a narrow waterway that handles about one-fifth of global oil flows, lifting prices for crude, diesel, and jet fuel and prompting fare hikes via fuel surcharges and panic hedging in derivatives. Hedging practices vary widely and are limited in parts of Asia; Bloomberg Intelligence flags China’s Big Three carriers and IndiGo as among the most exposed, while Cathay Pacific Airways Ltd. has hedged roughly 30% of expected near-term fuel use. Airline equities have sold off, with Bloomberg’s World Airlines Index down more than 11% since the war began almost two weeks earlier, and disruption is evident in operations: more than 46,000 scheduled flights to and from the Middle East were canceled from Feb. 28 to March 11 (Cirium Ltd.), creating openings for British Airways, Deutsche Lufthansa AG, Air France-KLM, Air India Ltd., and others to add capacity or upgauge aircraft into rerouted demand.