Official statements by the Iranian foreign minister and President Donald Trump regarding the opening of the Strait of Hormuz triggered a spectacular rally on European stock markets on Friday. The DE40 (DAX) is up more than 2.5%, trading above 24,880 points, while the EU50 index is up 2.4%, clearly breaking above the 6,000-point mark. Markets are rebounding from weeks of immense pressure that the closure of the strait had exerted on the European economy, particularly in terms of energy prices and the threat of inflation.
European stock prices just before the close of Friday's trading session. Source: xStation
As a region heavily dependent on energy imports, Europe was particularly vulnerable to the effects of a blockade of the Strait of Hormuz, through which approximately 20% of the world’s oil and liquefied natural gas supplies pass. Economists warned that persistently high energy prices threatened to trigger an inflationary spiral in the eurozone, while simultaneously undermining industrial competitiveness, domestic consumption, and corporate margins. The de-escalation of the conflict eliminates this scenario as an immediate risk, which the markets are immediately pricing in with gains across virtually all sectors, from technology to industry and financial services.
Among the biggest beneficiaries of today’s developments are European airlines, which have been under exceptional pressure in recent weeks. The price of Jet-A1 aviation fuel rose by more than 83% globally in March, and in Poland, the cost of refueling aircraft has nearly doubled. Lufthansa, Ryanair, IAG, and Finnair are seeing gains of 8 to 10% today, while Air France-KLM and Wizz Air are gaining as much as 14%, trying to recoup some of the losses from recent weeks. Just a few days ago, the head of the International Energy Agency warned that European airports have only about six weeks’ worth of jet fuel in stock, and Lufthansa was one of the first carriers to begin publicly reducing its flight network.
DE40 is seeing very rapid and sharp gains during the session. Technically, the contract is consolidating its current long-term uptrend, as measured by the 200-day EMA. Source: xStation
Three Markets To Watch (20.04.2026)
Dollar Plummets After Opening of the Strait of Hormuz 💲📉 The Start of a Sharp Correction❓
Rallies in European airline valuations
US OPEN: The Strait of Hormuz is fully open 💥Euphoria in the markets 🚀
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
