
From Hormuz Disruption to SAF: The Outlook for European Jet Fuel
OPIS TALKS REFINED FUELS:
Europe entered the summer facing fears of a jet fuel shortage, as the closure of the Strait of Hormuz threatened a major source of supply just as air travel demand was reaching its seasonal peak. But the market found a way to close the gap: European refiners increased jet fuel yields, while additional volumes from the US and Nigeria helped offset disrupted Middle East flows. The latest episode of OPIS Talks examines what this response reveals about the resilience—and continuing tightness—of Europe’s refined products market.
Reagan Pritchard, OPIS lead editor for the…
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