The onset of the US summer driving season threatens to tighten jet fuel supply in Europe, as refiners face a choice between maximizing road or aviation fuel yields, according to industry experts. The US sent 22,000 barrels/day of jet fuel to Europe in the second quarter of 2025 and 20,000 b/d in Q3, according to data from S&P Global Commodities at Sea(opens in a new tab). This figure has soared in 2026 amid the effective closure of the Strait of Hormuz and surging jet fuel cracks.