Jet Fuel Supply Chain Shocks - June 2026

This report maps the structural risks threatening aviation fuel availability across Europe and beyond — from Hormuz Strait chokepoint exposure to refinery concentration risk and strategic stock adequacy.

Inside the report:

• Hormuz Strait chokepoint analysis and alternative routing scenarios

• Refinery concentration risk by country and fuel grade

• Strategic stock adequacy benchmarked against IATA minimums

• Europe's Top 50 airports ranked by projected shortage exposure

• Airline hedging strategies and procurement vulnerability assessment

• Policy response mapping across EU, UK, and MENA jurisdictions