Driving Discussions: Turbulence Ahead - The Jet Fuel Supply Crisis

In this episode, our experts, Oliver Thompson (Jet Fuel Analyst), Amaar Khan (Jet Fuel Reporter) and Yawen Lu (Associate Editor) discuss the most severe shock the jet fuel market has ever faced.

Triggered by escalating US–Iran tensions and disruption through the strait of Hormuz, the crisis has left the market grappling with acute supply shortages and rising price volatility. We explore the Middle East’s pivotal role in supply and the mounting pressure on Europe and Asia. We also examine how refinery run cuts, export halts, and volatility between physical and paper markets are intensifying uncertainty.

Listen for a deep dive into what’s happening, why it matters, and how this unprecedented situation could redefine the jet fuel market in the months ahead.