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BackAirports Council International warns of systemic jet fuel shortages due to Strait of Hormuz closure
Airports Council International warns of systemic jet fuel shortages due to Strait of Hormuz closure
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Sky News Business4/10/2026Business1 min readUnited Kingdom

Airports Council International warns of systemic jet fuel shortages due to Strait of Hormuz closure

Trade body urges EU action as peak summer travel season approaches amid supply chain disruptions

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Airports Council International warns that continued closure of the Strait of Hormuz could lead to systemic jet fuel shortages in the EU within three weeks, threatening peak summer travel and potentially driving up airfares.

AI-generated summary

Why It Matters

The Strait of Hormuz is a critical shipping route for global energy supplies. Recent military tensions involving Iran, the US, and Israel have led to a significant reduction in maritime traffic through this passage.

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Airports are bracing for mass shortages of jet fuel if the Strait of Hormuz does not reopen within the next three weeks, according to a trade body.

Airports Council International (ACI), which represents more than 600 airports, warned of a "systemic" shortage in a letter to the European commissioners for energy and transport and tourism.

The body's director-general Olivier Jankovec wrote in the letter: "At this stage, we understand that if the passage through the Strait of Hormuz does not resume in any significant and stable way within the next three weeks, systemic jet fuel shortage is set to become a reality for the EU.

"The fact that we are entering the peak summer season... is only adding to those concerns."

He urged authorities to monitor the jet fuel supply over the next six months, alongside action that can be taken to increase production within Europe.

Mr Jankovec continued: "This crisis has exposed the reduced refining capacity of the EU for jet fuel production, and its acute dependence on imports from other world regions."

Supplies of jet fuel have plummeted since Iran's effective closure of the Strait of Hormuz, a critical international shipping route, in response to US/Israeli attacks.

Analysts have also warned that soaring jet fuel prices can be quicker to pass through to airfares than road fuel and household energy costs.

Ryanair's boss Michael O'Leary said earlier this month that if the war continues, then there was a risk of "disruptions in Europe in May and June", adding that "maybe 10%, 20%, 25% of our supplies might be at risk".

Despite suggestions from the White House that the Strait of Hormuz would be open after the US and Iran came to a ceasefire agreement, there is still nowhere near the number of vessels passing through as there was before the war.

What to Watch

AI outlook — possibilities, not facts

  • Airlines will announce flight schedule adjustments or fuel surcharges

    Likely · Within weeks

  • EU officials will hold emergency meetings to address refining capacity

    Likely · Within days

Open Questions

  • What specific measures is the EU considering to increase jet fuel production?
  • Why is vessel traffic still low despite the reported ceasefire agreement?

Related Topics

This article was originally published by Sky News Business.

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