![\"Jet](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/04\/54c82b35f2063cfdf81b94427face1db.jpeg\")
Jet fuel shortages threaten could see European airlines cut operations by up to 20% – analyst Proactive uses images sourced from Shutterstock <\/p>\n Jet fuel shortages threaten could see European airlines cut operations by up to 20% – analyst Proactive uses images sourced from Shutterstock <\/p>\n
Panmure Liberum has warned that European airlines may be forced into capacity cuts of 10-20% if jet fuel supply disruption deepens, though the broker said fears of a total shutdown in flights should not be overstated.<\/p>\n
In a sector note, analyst Gerald Khoo said the security and visibility of jet fuel supplies had become the most common investor question facing the airline industry.<\/p>\n
\u201cThe most frequent question we are being asked at present is about the security and visibility of jet fuel supplies for the airline industry,\u201d Khoo said.<\/p>\n
Airlines appear confident about fuel supplies for the next few weeks, helped by stockpiles, alternative sourcing and cargoes already in transit when the Iran crisis began.\u00a0Beyond May, visibility is weaker.<\/p>\n
Panmure Liberum said the Middle East accounted for around a quarter of European jet fuel supplies before the crisis, while IATA estimates the figure at 25-30% and other sources put it as high as 40%.<\/p>\n
\u201cWhile the airlines appear confident in supplies for the next few weeks, there is a lack of visibility beyond May,\u201d Khoo said. \u201cWe see some risk of enforced capacity reductions, but we do not anticipate a cliff-edge situation with all flights being suspended.\u201d<\/p>\n
The broker said suppliers have already been pivoting towards regions such as the US and West Africa, but questioned how sustainable that would be as seasonal demand ramps up.<\/p>\n
Fuel shortages could also provide the trigger for cuts that Panmure Liberum already sees as commercially necessary, given a weaker economic backdrop and deteriorating consumer confidence.<\/p>\n
\u201cDisruptions to fuel supplies could end up being the catalyst that forces airlines to implement capacity cuts,\u201d the broker added.<\/p>\n","protected":false},"excerpt":{"rendered":"Jet fuel shortages threaten could see European airlines cut operations by up to 20% – analyst Proactive uses…\n","protected":false},"author":2,"featured_media":422584,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[72,175658,184877,184875,61,60,184876],"class_list":["post-422583","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-european-airlines","tag-fuel-supplies","tag-gerald-khoo","tag-ie","tag-ireland","tag-panmure-liberum"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/422583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=422583"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/422583\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/422584"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=422583"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=422583"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=422583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}