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

Economics Publications


 

Sustainability Publications

Charts of the Week

CORSIA EEU Supply is Growing but not Fast Enough

18 September 2026

The supply of eligible emissions units (EEUs) under the ICAO Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA) continues to grow, but it falls well short of the 200-250 million emission units that will be needed by January 2028.

Structural Shifts Increase Jet Fuel Crack Risks

11 September 2026

Fuel is the largest operating expense for airlines. Jet fuel costs more than crude oil, and the difference
between the two is called the jet fuel crack spread.

How Book-and-Claim Enables Broader SAF Access

4 September 2026

Sustainable Aviation Fuel (SAF) is expected to deliver around 65% of the emissions reductions needed by 2050 to achieve the airline industry's net-zero goal.