Auto Stocks Pressured by Higher Costs From Middle East Conflict -- Market Talk

Dow Jones03-30

0841 GMT - The autos sector has fallen 10%-15% since the start of the Middle East conflict on concerns over higher prices for gas and electricity, aluminum and resins adding up to around 1,000 euros per car, UBS analysts write. In addition, there are concerns over supply chain stability and the potential demand impact from a weaker economy--specifically sales in the Middle East region. For premium/luxury manufacturers, the region represents 2% of global unit sales but has the highest mix of high-end vehicles such as Maybach and Rolls-Royce, so the earnings exposure is meaningfully higher, UBS adds. Porsche shares fall 1% while Renault shares are 0.9% lower. Volkswagen and Ferrari shares drop 0.7% while Mercedes-Benz shares fall 0.3%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

March 30, 2026 04:41 ET (08:41 GMT)

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