Air Global says Strait of Hormuz closure disrupts March shipments, sets alternative supply routes

• Air Global flagged a March shipment disruption from the Strait of Hormuz closure, contributing to a roughly 9% H1 2026 volume decline.
• Purchase orders stayed in place, drawing down wholesaler inventories; H2 2026 volumes expected to rebound as channel inventory normalizes.
• Alternative supply routes have been established to bypass the strait in case of future disruptions.
• H1 2026 results included $3.8 million of supply chain-related costs tied to the disruption.

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