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

Economics Publications


 

Sustainability Publications

Charts of the Week

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.

The Jet Fuel Shock: Regional Prices and Currencies

28 August 2026

Global jet fuel prices rose by 121% year-on-year between April 2025 and their April 2026 peak, but not all airlines faced the same increase in their fuel costs.