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Mon · 21 Sep 2026

Hormuz Crisis Threatens Jet Fuel Supply; Summer Flights at Risk by October

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Hormuz Crisis Threatens Jet Fuel Supply; Summer Flights at Risk by October

✈️ AVIATION — Airlines say summer is safe, but October is already in the crosshairs. 📌 LOOK CLOSER: Carriers placing the jet fuel crunch at October rather than summer means the Hormuz premium is moving through the supply chain with a 4-month lag. If the MOU track stays dead after US strikes, that buffer collapses. Italian travelers and EU carriers operating thin post-COVID margins face the next shock with no hedge runway left.