Economics Report Library

CORSIA EEU Supply is Growing but not Fast Enough

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.

• Chart of the Week

Structural Shifts Increase Jet Fuel Crack Risks

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.

• Chart of the Week

How Book-and-Claim Enables Broader SAF Access

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.

• Chart of the Week

Air Cargo Market Analysis July 2026

Freighter Strength Drives Air Cargo Growth.

• Air Freight Monthly Analysis

Air Passenger Market Analysis July 2026

Passenger Traffic Returned to Growth in July.

• Air Passenger Monthly Analysis

The Jet Fuel Shock: Regional Prices and Currencies

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.

• Chart of the Week

US ATC-Caused Delays Outpaced Traffic Growth

The growth in delays attributable to air traffic control (ATC) related causes in the US far exceeds the growth in air traffic.

• Chart of the Week

Quarterly Air Transport Chartbook Q2 2026

• Regional Economic Briefings
• Industry Economic Performance

Emissions Penalties Due to Aircraft Delivery Delays

Fleet renewal is an important decarbonization lever for the air transport industry, but significant delivery delays are slowing progress and forcing operators to use older aircraft with higher fuel consumption.

The Emissions Case for Next-generation Aircraft

Fleet renewal remains one of air transport’s most effective levers for reducing in-sector emissions.

• Chart of the Week