Contributing analyst at Airliner Insider. MA International Relations, Royal Holloway. BA Political Science, UiT Norway. Covers geopolitics, airspace policy and the strategic dimensions of aviation.
Analysis
While European carriers add hours and fuel to every Asia flight, Chinese airlines still cross Siberia. China Eastern operates 20 Europe routes this summer. Air China's Europe seat capacity is up 58% on 2019.
News
Iran declared the Strait of Hormuz completely open today. Heating oil futures fell 13 per cent within minutes. The mines are still in the water, the US blockade of Iranian ports remains in force, and Europe's jet fuel stocks will not recover for weeks regardless.
News
Spirit Airlines faces a potential liquidation as a $360 million fuel cost spike threatens to exhaust its $337 million cash reserve. Creditors are now questioning the viability of the carrier’s planned summer exit from its second bankruptcy.
Analysis
ACI Europe has warned of systemic shortages within three weeks. The final Hormuz-sourced cargoes arrived at European ports around 10 April. What the crisis has exposed is not just a supply problem — it is a governance failure that nobody in Brussels saw coming because nobody was watching.
Analysis
Jet fuel has more than doubled since February. European carriers entered the crisis better hedged than most. But a structural flaw in how airlines hedge is leaving many more exposed than they realise — and Delta's earnings on April 9 will be the first real test of who is protected and who is not.