Resilinc Special Report

Global Jet Fuel Supply Chain Risk Assessment Following the Strait of Hormuz Disruption

The cost of moving jet fuel through the global supply chain has increased sharply since the Strait of Hormuz disruption. Higher prices triggered record U.S. production and exports, helping maintain supply in many markets while increasing procurement costs across aviation-dependent supply chains. Supply losses from the Persian Gulf have been partially offset by higher refinery output and alternative suppliers drawing down inventories, leaving the market supplied but strained.
This special report examines how one of the largest disruptions to global oil and gas supply in recent years reshaped fuel flows and introduced new costs into the system. It explores how those impacts extend beyond aviation, affecting industries that depend on suppliers, materials, and transportation networks exposed to rising energy costs. By tracing the market response, the report provides an early view into risks that often emerge later through supplier performance, lead times, and material availability.
Key Insights:
  • U.S. jet fuel production exceeded 2.0 million barrels per day for the first time on record following the Strait of Hormuz disruption, helping offset lost Middle Eastern supply despite record export demand
  • Europe, Asia, and parts of Africa remain the most exposed regions due to their reliance on Persian Gulf fuel imports, forcing buyers to secure replacement supply at higher cost
  • Jet fuel prices averaged $3.91 per gallon between March and May while refinery margins nearly tripled, increasing transportation costs and raising the risk of higher freight rates and fuel surcharges