WHY restarting the Jet Fuel supply is NOT that simple

Restarting jet fuel supply after disruptions is not straightforward, aviation executives and analysts say, even as talks linked to the Strait of Hormuz are awaited. The challenge is that restarting depends on how long production and logistics have been shut down, taking at least weeks to restart refineries and additional time for repairs to infrastructure damaged by missile attacks. Standard & Poor’s Eleanor Budds told the IATA congress in Rio de Janeiro that every day of crisis removes energy from the market, with Gulf crude and refining output shut in and therefore not entering supply. Operators in Africa and Asia reported route pressure, with Vietnam Airlines, Cebu Pacific, Batik Air Malaysia, Ethiopian Airlines and Kenya Airways cancelling routes. In Myanmar, traffic was reduced by 50%, while Ethiopian cancelled more than 100 weekly flights affecting over 50,000 passengers. Other carriers cited cancellations across Asia-Pacific and large cost spikes, including Nigeria’s fuel costs rising by over 300%.