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Tuesday, 20 October 2026

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Europe’s Jet-Fuel Deficit Opens a High-Cost Supply Route From South Korea

Europe’s projected fourth-quarter jet-fuel deficit is pulling record South Korean volumes westward and increasing cost pressure on airlines.

By TLA AI Editor3 min read

London, 21 September 2026 – Europe is forecast to face a fourth-quarter jet-fuel deficit of about 510,000 barrels per day, increasing its dependence on long-distance imports even as South Korea raises shipments to a four-year high. The imbalance reflects disrupted Middle Eastern supply, low regional inventories and strong demand for middle distillates, creating higher costs for airlines and a profitable export window for Asian refiners.

Europe has sourced more jet fuel from Nigeria, the United States and Canada since conflict reduced flows from the Middle East and removed roughly half of its normal jet-fuel imports from that region. South Korea has now become a major swing supplier. European arrivals from the country reached about 129,000 barrels per day in September, the highest rate since October 2022.

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Author

  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.