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Qantas Plunges on Oil Shock, Then Rebounds Partly as Gulf Hub Closures Disrupt Travel

Oil shock from the Iran strikes compounds travel disruption caused by Gulf hub shutdowns.

Overview

  • Qantas shares dropped as much as 10.4% to A$8.92 at the open, the lowest in 10 months and the weakest intraday showing since April 7, 2025.
  • Losses later narrowed, with the stock down 5.8% by 23:45 GMT as trading volatility eased.
  • Virgin Australia briefly fell 3.5% to A$3.03 before turning positive, and Air New Zealand pared a 0.5% slide to trade flat.
  • Oil prices jumped more than 8% to multi‑month highs after U.S. and Israeli strikes on Iran, pressuring airline fuel costs.
  • Closures at Dubai and Doha continued to strand tens of thousands and disrupt thousands of flights, with Virgin canceling eight services and Qantas offering free rebooking.