Analyses and key forecasts for the industry, and perspectives on the world it operates in. 

Economics Publications


 

Sustainability Publications

Charts of the Week

Middle East Conflict Exposes Jet Fuel Supply Vulnerabilities

6 March 2026

The conflict in the Middle East that escalated on 28 February 2026 has severely disrupted global energy flows, exposing deep vulnerabilities in jet fuel security. 

Seasonal Demand Spike Mirrors Western Holiday Highs

27 February 2026

Traffic volumes during the 2026 Lunar New Year period are expected to be 10.8% higher than levels
observed so far this year for a regular day, underscoring the sustained strength of seasonal demand.

Are e-SAF Projects Emerging in Cost-Competitive Locations?

20 February 2026

e-SAF is expected to account for over 40% of the total SAF needs by 2050. Yet, no commercial-scale e-SAF facilities are currently in operation, and the risk of insufficient supply, particularly by 2030, is increasing.