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Europe faces fourth-quarter jet-fuel deficit as South Korean exports reach four-year high

Europe is heading toward a fourth-quarter jet-fuel supply deficit, prompting buyers to source cargoes from increasingly distant suppliers. South Korea is expected to raise jet-fuel exports to Europe to their highest September level in four years, according to analysts and shipping data.

Discovered 2026-09-20T17:20:27.674304-07:00 | 2026-09-20T17:20:27.674304-07:00

Briefing

What Hype is tracking

A projected fourth-quarter jet-fuel deficit raises fuel-sourcing and cost risks for European airlines and other aviation operators.
South Korea’s expected four-year-high September exports to Europe indicate the market is relying on longer-distance supply flows to cover regional shortfalls.
The shift makes refinery availability, shipping capacity and fuel logistics increasingly important to European aviation planning.

Reported By

Reuters CNA