# AAA Type: Company Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/aaa-company Canonical HTML page: https://getsupplybrief.com/entity/aaa-company ## Timeline - **2026-07-17**: US gas price spikes again — National average gasoline price reaches $3.98 after a second consecutive 5-cent overnight jump, a $1 increase from pre-conflict levels, according to AAA. - **2026-07-16**: Strait traffic collapses — Only 8 vessel crossings recorded in the Strait of Hormuz, the lowest activity in three weeks and down from over 130 pre-war, per Kpler. - **2026-07-08**: Ceasefire Declared Over, Oil Prices Spike — President Trump declares the US‑Iran ceasefire over; oil prices jump to a multi‑week high and tanker traffic halts. - **2026-07-07**: Iranian Attacks in the Gulf — Iran launches attacks on commercial ships in the Strait of Hormuz and on American military sites in Gulf nations. - **2026-07-03**: SPR Hits 319.5 Million Barrels — The U.S. Strategic Petroleum Reserve inventory drops to 319.5 million barrels, the lowest since the mid‑1980s. - **2026-03-24**: Economic Warning — Financial advisors warn of a 'triple threat' from gas, electric, and natural gas costs. - **2026-03-20**: White House Briefing — Trump defends energy policy during a meeting with Japan's Prime Minister, predicting prices will 'drop like a rock' post-war. - **2026-03-20**: Price Peak — AAA reports national average gasoline price hits $3.91 per gallon. - **2026-03-19**: Price Milestone — Crude oil breaks $100 per barrel; US gas prices hit $3.88 average. - **2026-03-17**: Price Peak — National gas average reaches $3.79, a 30-month high. - **2026-03-17**: Record Highs — AAA reports diesel prices reaching $5.04 per gallon. - **2026-03-16**: Price Milestone — US diesel average hits the $5.00 per gallon mark. - **2026-03-15**: Strait of Hormuz Closure — Iran effectively closes the Strait, removing 20% of global oil supply from the market. - **2026-03-12**: Strait Closure — Tanker traffic through the Strait of Hormuz comes to a halt. - **2026-03-10**: Market Pivot — Trump administration begins framing high oil prices as a benefit for US production. ## Recent coverage (9 stories) ### Trump's 11% Average Tariff Threatens Global Supply Chains 2026-07-25 22:35:47 · Sentiment: Very Bearish · Impact: 7/10 · Sources: 2 With an average tariff rate now at 11%, supply chain leaders face higher landed costs and sourcing uncertainty. Energy volatility adds logistics strain, forcing a rethink of procurement strategies. Full story: https://getsupplybrief.com/story/trump-tariffs-supply-chain-cost-impact ### Strait crossings collapse 94% to 8 vessels, global supply chains on alert 2026-07-20 08:25:40 · Sentiment: Bearish · Impact: 8/10 · Sources: 4 Only eight tankers crossed the Strait of Hormuz on July 16, down from 130+ before the US-Iran war, effectively shutting down a fifth of global oil flow. Supply chain managers are now facing spiking war-risk premiums, rerouting impossibilities, and the real prospect of a prolonged blockade that will reverberate through freight costs and fuel availability. Full story: https://getsupplybrief.com/story/supply-chain-hormuz-standstill ### Hormuz Traffic Drops 94% to 8 Crossings; US Gas Soars $1 to $3.98 2026-07-18 02:01:31 · Sentiment: Neutral · Impact: 8/10 · Sources: 5 The near-total shutdown of the Strait of Hormuz has driven U.S. gasoline prices up $1.00 in weeks, threatening global oil supply chains. With only 8 tanker crossings recorded on July 17 vs. 130+ pre-war, logistics managers face soaring fuel surcharges, war-risk insurance spikes, and potential inventory shortages. Full story: https://getsupplybrief.com/story/strait-hormuz-supply-chain-disruption-gas-price-surge ### Strait of Hormuz Tanker Halt Sends Fuel Logistics Into Chaos at $3.80/Gallon 2026-07-12 00:56:55 · Sentiment: Bearish · Impact: 7/10 · Sources: 4 The ceasefire collapse has stopped commercial tanker traffic through the Strait of Hormuz, threatening global fuel supply chains. With crude oil at multi-week highs and the U.S. Strategic Petroleum Reserve at 319.5 million barrels, logistics firms face soaring insurance and shipping costs. Gasoline at $3.80/gallon may only be the beginning of a renewed fuel‑price crunch for transport‑dependent industries. Full story: https://getsupplybrief.com/story/strait-of-hormuz-tanker-halt-supply-chain-shock ### Energy Price Convergence Threatens Supply Chain Stability and Consumer Spending 2026-03-25 00:13:32 · Sentiment: Bearish · Impact: 8/10 · Sources: 3 A simultaneous surge in gasoline, electricity, and natural gas prices is creating a triple threat for the U.S. economy, driven by Middle Eastern geopolitical instability and surging domestic power demand. For the logistics sector, this convergence signals an era of sustained high fuel surcharges and rising warehouse operational costs. Full story: https://getsupplybrief.com/story/energy-costs-logistics-impact-2026 ### Iran Conflict and Oil Dependency Trigger Global Supply Chain Volatility 2026-03-20 00:30:05 · Sentiment: Bearish · Impact: 8/10 · Sources: 2 The escalating conflict in Iran and the blockade of the Strait of Hormuz have pushed crude oil prices above $100 per barrel, exposing the vulnerabilities of a fossil-fuel-centric energy policy. As US gasoline prices surge toward $4 per gallon, the logistics and transportation sectors face significant cost pressures amid a lack of diversified energy alternatives. Full story: https://getsupplybrief.com/story/iran-war-oil-supply-chain-disruption ### US Diesel Surges Past $5 Threshold Amid Middle East Conflict 2026-03-18 02:33:25 · Sentiment: Bearish · Impact: 8/10 · Sources: 2 US diesel prices have hit a three-year high of $5.04 per gallon following the outbreak of conflict in Iran and the closure of the Strait of Hormuz. This rapid escalation threatens to drive up operational costs across shipping, agriculture, and construction, signaling a period of intense inflationary pressure for global supply chains. Full story: https://getsupplybrief.com/story/us-diesel-prices-top-5-dollars-iran-war-impact ### Iran Conflict Drives US Gas Prices to 2023 Highs, Straining Logistics Networks 2026-03-18 02:11:11 · Sentiment: Bearish · Impact: 8/10 · Sources: 3 The escalation of the Iran war has propelled U.S. gasoline prices to a 30-month high of $3.79 per gallon, driven by Brent crude surpassing $100 per barrel. This surge, following joint U.S.-Israeli military actions, is creating significant inflationary pressure and disrupting global energy supply chains. Full story: https://getsupplybrief.com/story/iran-war-gas-price-surge-logistics-impact ### Geopolitical Conflict Drives US Gas Surge; California Prices Hit $5.33 2026-03-12 00:09:03 · Sentiment: Bearish · Impact: 8/10 · Sources: 2 Military conflict between the U.S., Israel, and Iran has triggered a global oil supply shock, with crude futures briefly surpassing $100 per barrel. California remains the hardest-hit region, with gas prices reaching $5.33 per gallon due to its unique regulatory environment and geographic isolation. Full story: https://getsupplybrief.com/story/gas-prices-skyrocket-california-iran-conflict --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getsupplybrief.com/guides/methodology for the full editorial methodology.