# ING Research warns that a lag in fuel shipments and falling inventories could keep aviation fuel markets tight despite improving geopolitical signals.

*aerospace · news · 2026-04-17 · CNBC TV18*

## Key points

- Jet fuel prices are expected to remain high despite the reopening of the Strait of Hormuz.
- Europe faces a supply lag, as it takes weeks for Middle Eastern fuel shipments to normalize.
- Europe's jet fuel inventories are declining, increasing short-term pressure on airline operations and fares.
- Major global airlines currently have about six weeks of jet fuel reserves from earlier deliveries.
- US exports offer some relief, but cannot fully replace Europe’s lost West Asian jet fuel supply.

**Companies:** American Airlines, Delta, United Airlines, British Airways, Lufthansa, KLM
**Countries:** Iran, United States, United Kingdom, Germany, Netherlands, Europe

[Read the full story on CNBC TV18](https://www.cnbctv18.com/business/aviation/hormuz-reopening-jet-fuel-supply-lag-europe-impact-ws-l-19888945.htm)

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