The Iran war endangers the growth of German premium carmakers in the Middle East region. While sales stagnate elsewhere, BMW, Porsche, and Mercedes thrive with luxury models in the Gulf states. Supply chains remain resilient despite the escalation, as research indicates.
The consequences of the Iran war burden the German auto industry in a key growth region. Premium manufacturers BMW, Porsche, and Mercedes particularly benefit from rising sales of expensive luxury variants in the Gulf states, where demand increases despite global stagnation. These markets are gaining strategic importance for the makers, offering the highest margins.
Handelsblatt research indicates that supply chains for production components are resilient, even amid the war escalation. Nevertheless, the conflict threatens the boom in this profitable segment. Reporting from Düsseldorf highlights the industry's dependence on stable conditions in the Middle East.