The European Jet Fuel Crisis: Why Air Freight is Soaring and How to Shift to Ocean

The global supply chain is facing a severe shockwave originating from the Middle East, and its impact is hitting the skies over Europe with unprecedented force. Following the outbreak of the US-Iran war in late February 2026, the effective closure of the Strait of Hormuz has triggered a massive disruption in global energy markets. While much of the focus has been on crude oil and ocean shipping reroutes, a quieter but equally devastating crisis is unfolding: the rapid depletion of Europe’s jet fuel reserves.