The New Flight Plan for Aviation Fuel Markets
The Aviation fuel market is at a critical crossroads. As the industry navigates shifting supply-demand fundamentals, geopolitical uncertainty, evolving trade flows, and the growing role of Sustainable Aviation Fuel (SAF), stakeholders face an increasingly complex operating environment.
From jet fuel pricing and refinery optimization to energy security concerns and decarbonization objectives, the forces shaping aviation fuel markets are becoming more interconnected than ever before.
Join S&P Global Energy for an in-depth discussion on the trends, risks, and opportunities defining aviation fuel markets in 2026. Our experts will provide the latest market intelligence and outlooks to help airlines, refiners, fuel suppliers, traders, investors, and industry stakeholders navigate an evolving landscape.
The State of Aviation Fuel Markets
-
Historical and current jet fuel price and crack trends
-
Regional supply-demand dynamics and market benchmarks
-
The evolving role of SAF pricing and market transparency
Market Outlook, Trade Flows and Risk Management
-
How major aviation fuel markets have performed through the summer season
-
The impact of Middle East supply and shifting global trade flows
-
Refinery optimization, jet fuel margins, and the outlook for prices
-
Lessons from recent geopolitical disruptions and implications for energy security
-
Financial considerations in a volatile market: fuel price exposure and hedging strategies
How Does SAF Reshape Aviation in 2026?
-
The current state of the SAF market, investments, and trade
-
Key policy developments, including mandates and carbon regulations
-
Technology pathways, feedstock availability, and scaling challenges
-
What the SAF outlook means for airlines, refiners, and fuel suppliers