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Airlines draw up contingency plans over jet fuel shortage fears

Financial Times
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Major airlines are preparing emergency contingency plans amid growing concerns over a potential jet fuel shortage, with industry analysts warning of supply chain disruptions by mid-2026. The crisis stems from refining capacity constraints, geopolitical tensions limiting oil exports, and surging post-pandemic air travel demand outpacing fuel production recovery. Carriers are exploring fuel-efficient flight routes, voluntary route reductions, and partnerships with alternative fuel suppliers to mitigate operational halts during peak summer travel. Regional disparities emerge as European and Asian airlines face higher risks due to heavier reliance on imported refined fuel, while U.S. carriers leverage domestic reserves. Experts caution that prolonged shortages could trigger fare hikes of 15-20% and force last-minute cancellations, exacerbating passenger frustration and airline financial strain.
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