Jet Fuel Crisis

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Europe is facing a growing jet fuel crisis — and it’s being driven by the ongoing disruption linked to the war in Iran.

In this video, I break down exactly what’s happening to jet fuel supplies, why imports into Europe are collapsing, and how stock levels are now falling to dangerously low levels. Using the latest data and charts, we take a detailed look at how Europe relies on around 500,000 barrels per day of imported jet fuel — much of it from the Middle East — and why that supply is now under threat.

With tanker routes disrupted around the Strait of Hormuz, imports have dropped sharply, inventories are being depleted, and jet fuel prices have surged to record highs.

So what does this mean for airlines… and for you?

In this video, we cover:

• Why Europe is particularly vulnerable to a jet fuel shortage
• The sharp decline in imports since late 2025
• The worrying fall in jet fuel stock levels in 2026
• Why prices are now at the highest levels ever recorded
• What this could mean for flight prices, travel demand, and tourism

This is a real-time example of how geopolitical events can quickly impact global supply chains — and your cost of living.

If you’re interested in energy markets, aviation, or global economics, this is a story you need to understand.

If you enjoy these updates and want to stay informed on global economic developments, please consider subscribing.

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