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Jet Fuel Shortages - transcript.pdf 20.3 KB
April 14, 2026

Bring On the Jet Fuel Shortages || Apr. 14, 2026

Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights.

These shortages will hit harder in the Asia-Pacific regions, but everyone will feel the heat. The problem is that Middle Eastern crude from Kuwait, Iraq, and Saudi Arabia (now offline) is ideal for jet fuel...and there's no real substitute for the product.

Flights well into the future are already being canceled in countries like China, Japan, India, and Australia.

Comments (30)

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Mark Scheithe · April 23, 2026

I want to go to the Philippines 🇵🇭 but may not return. Not a bad thing.

D
Derick Crespo · April 17, 2026

There's a Caterpillar on his shoulder

C
C · April 20, 2026

🤣

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MaryLT · April 15, 2026

This situation needs to cool right away. I understand how global shortages are now baked in but worse is the potential for global war.

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NHM · April 14, 2026

Sitting here as a Canadian with echos of Trudeau saying “theirs no business case for oil pipelines”

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Gil Bernal · April 17, 2026

Trudeau was not the best PM Canada ever had. He certainly wasn't his father (that being good or bad depends on your perspective). It seems as though Carney is trying to get a number of things sorted at a very challenging time. Fingers crossed for Canada.

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Takeshi Young · April 14, 2026

Surprised that the market is not pricing in the coming oil & fuel shocks, because it looks like a tidal wave is approaching

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NorCal · April 16, 2026

I agree with you. It's crazy that the markets are at all time highs. It's like we're back in the run up to 2008 and everyone is ignoring all the mortgage defaults around them because they don't want to believe...

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David Russo · April 14, 2026

Even in the USA, my home state of California is uniquely vulnerable.

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0th dimension · April 14, 2026

Less flights, less chem-trails, am I right?

C
Christopher · April 14, 2026

Well we know trumps MO is to never admit a mistake, blame someone else, then double down, as we see in the blockade of the blockade. We're being dragged over a cliff by a madman...

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0th dimension · April 14, 2026

It would be disingenuous to say, "Oops" after 14,000 targeted strikes

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CWO4 Retired · April 14, 2026

At least there’s no TP shortage….just yet. Oh!The horror 🥴

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Debbie789 · April 14, 2026

Stock up on food and buy a horse? No more international air travel. That’s an earthquake in itself.

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0th dimension · April 14, 2026

I would suggest renting a horse before you consider buying one

R
Richard Caniglia · April 14, 2026

What are the problems with the US barring export of petroleum products and diverting them all to internal use?

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Kowalski from Nebraska · April 14, 2026

Considering the United States and Israel were the ones who started an offensive war against a power that was not a threat to them… There is a bit of a moral component here. And it’s a global market, so the price in asia is the price in North America. Not to mention from a logistical standpoint, you would end up just for no reason at all completely breaking the airline systems in Asia as opposed to everybody suffering together… This is Trump‘s fault this is Benjamin Netanyahu‘s fault. The two leaders should be held financially and criminally responsible for all of these negative repercussions.

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Edwin Pole II · April 14, 2026

My AI calls BS. Light sweet IS used for A and A1. In fact, it is preferred. To quote Ayn Rand, check your premises.

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Mark Spetseris · April 14, 2026

My understanding is that refineries are set up for a specific type of crude, so if set up for Mid East, then using light sweet would result in inefficiencies, if they could even get the crude. Asian refineries are predominately designed for heavy sour.

A
AlJASillySTEMGuy · April 14, 2026

Staycations are in again, and invest in bicycles. Who will be able to travel anyway after our dear leader completely hobbles our economy? No money for Vroom, Vroom, but plenty for boom, boom.

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Joshua B · April 14, 2026

Love River Street. Was stationed in Savannah for a few years

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Digital Window · April 14, 2026

Well, perhaps the future shooting will be limited to coming from a ship or the ground... How ironic. The US will need to reassess using jet fuel over Iran, China will need to assess using jet fuel over Taiwan and Russia will need to assess jet fuel over Ukraine. I'm sure they'll find the supplies - at the cost of citizens and commercial interests.

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Aldo · April 14, 2026

Russia is already using donkeys and bicycles.

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Moses Roman · April 14, 2026

There won’t be more shooting. Trump is playing 467D chess.

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Back Winded Podcast · April 14, 2026

I think Trump wants to be playing 38D chess.

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Michael Gibbons · April 14, 2026

Savannah? Man I'd love to but you a beer sometime.

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Captain Cantilever · April 14, 2026

Need Peter to setup a new vacation planner app that would include places to avoid in case of wars and fuel shortage.

M
Martin D Turner · April 14, 2026

Seems like GFC2.0 and maybe Depression 2.0 on the way The latter is the most scary; Depression 1.0 there were just above 2 BN folks on this pale blue dot; there are now over 8 BN. The civil unrest is gonna be real real scary (i.e., 1789.2?). Buckle up mi muchachos y muchachas.

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Thunder storm · April 14, 2026

great news, no more flying would be great news for our long term survival as a species

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Kyle Lame · April 14, 2026

Lucky for some of us, Coalie has been recreationally consuming Jet A for the last 7 months. Now, it’s really hard to get him to throw up.. but.. if I start now, we might get some gallons out by July. Anyways, sounds like it’s time to go invest in the Snowpiercer.