Brussels, April 17, 2026
The International Air Transport Association (IATA) has warned of potential flight cancellations across Europe starting in late May due to a looming kerosene shortage triggered by the Iran war, which has disrupted critical oil supply routes.
Supply Chain Disruptions and Rising Concerns
The Strait of Hormuz, a vital passage for global oil shipments, has been blocked amid escalating tensions in the Iran conflict, cutting off a key supply route for kerosene. Europe, which relies heavily on Middle Eastern imports for about 75% of its jet fuel, is particularly vulnerable to the disruption. Airlines across the continent are already bracing for shortages in the coming weeks, with IATA urging immediate action to mitigate the crisis.
Willie Walsh, director general of IATA, emphasized the urgency of securing alternative supply routes and coordinating rationing plans. "Securing alternative supply routes and having well-coordinated plans for potential rationing, including exceptions for takeoff and landing rights, is crucial," Walsh stated. The warning comes as airlines scramble to adjust schedules and prioritize essential flights.
Global Impact and Industry Response
The Gulf region, the world’s largest supplier of kerosene, typically provides nearly 400,000 barrels per day to the global market. With the Strait of Hormuz blocked, the aviation industry faces a significant shortfall. The International Energy Agency (IEA) reported that global kerosene demand reached approximately 7.8 million barrels per day in 2025, underscoring the scale of the challenge.