Tweet: 2029301414556770557

Author: @JuneGoh_Sparta

Date: Wed Mar 04 21:02:14 +0000 2026

URL: https://x.com/i/status/2029301414556770557

Why is jet fuel the most stressed barrel right now?

1⃣Jet fuel has very specialized tank storage requirements. Therefore there is not much stored, unlike many other products like diesel and gasoline.

2⃣You can only produce mainstream jet fuel from the refinery aside from a mere ~1% sustainable aviation fuel globally

3⃣Asian refineries are reducing runs as their crude is stuck at the Straits of Hormuz. AG refineries have also been hit by the attacks.

4⃣With oil production also shutting in, longer run cuts are expected.

4⃣Lack of storage + Lower supply from refining runs = Recipe for disaster

Travel is going to get a whole lot more expensive.

#oott

Stats: ❤️ 1619 · 🔁 479 · 💬 49