Jet fuel shortages linked to the continuing Iran war are dominating headlines, raising questions about whether this poses a genuine risk to global travel or whether markets are getting ahead of the reality.

As the airline industry moves toward the peak summer travel period, Patrick Coffey sits down with our Head of European Transport Equity Research, Andrew Lobbenberg, to dissect what’s happening in aviation fuel markets. They explore the known knowns and the known unknowns at this moment, including why Europe is more exposed than other regions, and who will likely bear the costs if constraints persist.

The episode also examines the realistic scenarios for airlines and passengers, from short‑term disruption to longer-term implications.

Listen now to cut through the headlines and understand what this period of uncertainty means for the aviation sector, its investors and its consumers.

Clients can read more on Barclays Live:

•European Transportation: Airline potential fuel shortages

•European Airlines: Messy uncertain days - March quarter preview

•European Integrated Energy: Assessing the diesel and kerosene shortage risk

•European Lodging - War and Peace: Scenario Analysis on Conflict, Fuel Supply and Oil Prices

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Jet fuel shortage: Holidays at risk?

Barclays Brief

Jet fuel shortage: Holidays at risk?