Oil Trading
Jet fuel squeeze spreads from Asia towards Europe and the Americas
Reporting across four continents points to an aviation fuel shortage that began in Asia and now threatens schedules further west.
A jet fuel shortage that first disrupted Asian aviation is at risk of spreading to Europe and the Americas, according to reporting by Bloomberg and international outlets in late March. Coverage links the squeeze to conflict-related disruption around the Strait of Hormuz.
Hormuz is the single most concentrated chokepoint in the oil trade. Middle East refineries and export terminals supply a large share of the jet fuel that moves east and west, so any interruption to transits is felt first by airlines that buy on short cycles and hold limited stock at airports.
Airlines respond to a physical shortage before they respond to price: tankering fuel on inbound sectors, re-timing rotations and, in the worst case, trimming schedules. That is why aviation disruption tends to appear in flight timetables well before it appears in published fuel benchmarks.
Global Freight has not independently verified the scale of the shortfall or the operational measures taken by individual carriers. Figures, forecasts and attributions remain those of the publications listed below.
Source attribution
This report was written by the Global Freight editorial desk based on material published by Bloomberg. It is an original summary and analysis, not a reproduction of the source text. Figures and claims are limited to those present in the source material.
Asia's Air Travel Crisis Risks Spreading on Iran War's Jet Fuel Squeeze- [1]Asia's Air Travel Crisis Risks Spreading on Iran War's Jet Fuel Squeeze — Bloomberg
- [2]Aviation fuel shortage may spread from Asia to Europe and the US — Lianhe Zaobao
- [3]Krisis Avtur Global: Selat Hormuz Tersumbat, Industri Penerbangan Asia dan Eropa di Ambang Kelumpuhan — SWA
- [4]Crise no transporte aereo da Asia ameaca se espalhar com disparada do combustivel de aviacao — O Globo
- [5]Trump's War on Iran Has Traders Staring Down an Energy Crisis — Bloomberg
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