In this context, easyJet has issued a warning regarding its financial outlook, projecting a half-year pre-tax loss of between £540 million and £560 million, primarily due to the rising costs associated with fuel. The airline’s CEO, Kenton Jarvis, indicated that the company currently has visibility to its fuel supplies only until the middle of May.

Ryanair, a key competitor in the low-cost airline market, has reported that its fuel suppliers can guarantee supply through mid-May. However, there are growing concerns within the industry regarding the overall availability of jet fuel in Europe. An energy chief has cautioned that Europe may only have around six weeks of jet fuel supply left.

Fatih Birol, head of the International Energy Agency, warned that if the closure of the Strait of Hormuz continues into May or June, there could be significant risks to fuel supplies across Europe and beyond—potentially leading to flight cancellations. This scenario underscores the precarious nature of current fuel availability amid escalating geopolitical tensions.

Despite these challenges, Jarvis noted that pricing remains competitive for easyJet, although uncertainties loom large over how these developments will affect flight schedules and passenger travel plans. Observers are keenly watching for any shifts in operational capabilities as airlines navigate this volatile landscape.

Details remain unconfirmed regarding the exact impact on easyJet’s operations as it contends with these rising costs and supply pressures. With just a few weeks before critical deadlines approach for both easyJet and Ryanair, the aviation sector is bracing for potential disruptions that may ripple through travel plans.

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On April 17, 2026, Jet2 issued a warning to its passengers regarding potential flight delays caused by strike action by Spanish Air Traffic Control. This development coincided with a broader trend affecting multiple airlines across Europe. Documents show that Lufthansa has grounded up to 27 planes due to soaring kerosene prices exacerbated by the ongoing Iran war. Similarly, KLM announced it would scrap 160 flights over the coming month as rising costs continue to strain operational capabilities.

EasyJet has also reported significant financial losses attributed to these soaring jet fuel prices, amounting to £25 million last month alone. This financial strain is indicative of a larger pattern affecting not just EasyJet but potentially all carriers reliant on jet fuel. The head of the International Energy Agency warned that if oil supplies remain constrained, flight cancellations could soon become commonplace across the continent.

In light of this precarious situation, Jet2 has advised its passengers to arrive at airports at least two hours prior to their scheduled departures—a precautionary measure aimed at mitigating potential delays. Sources indicate that this recommendation reflects an understanding of the operational challenges posed by both the impending air traffic control strikes and the uncertainty surrounding fuel availability.

TUI has stated it is monitoring the situation closely and does not anticipate immediate disruption to its flight schedules. Yet, as Michael O’Leary, Ryanair’s CEO, noted, there exists a reasonable risk—estimated between 10% and 25%—that some supplies might be at risk through May and June. Such statements underscore the precarious nature of current supply lines and their potential impact on air travel.

Airports Council International (ACI) Europe has articulated concerns regarding future supplies: “At this stage, we understand that if the passage through the Strait of Hormuz does not resume in any significant and stable way within the next three weeks, systemic jet fuel shortage is set to become a reality for the EU.” This statement highlights how geopolitical factors are intertwining with logistical challenges in ways that could reshape aviation operations across Europe.

While KLM maintains that “there is no kerosene shortage,” conflicting reports suggest otherwise; details remain unconfirmed regarding how long airlines can sustain operations under these conditions. As such uncertainties persist, stakeholders within the industry are left grappling with both immediate operational concerns and long-term strategic implications.

The current state of affairs serves as a stark reminder of how quickly circumstances can shift within global supply chains—particularly in an era marked by geopolitical volatility. As airlines navigate these challenges, they must also consider how best to communicate with passengers who may be affected by delays or cancellations stemming from this unfolding crisis.

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What steps is the UK government taking in response to the looming fuel shortage? The government is actively reviewing emergency petrol and diesel rationing plans under the Energy Act 1976, which may be enacted to prepare for potential supply crises.

According to the Department for Energy Security and Net Zero (DESNZ), the UK already has a framework in place for emergencies, last updated in 2024. If these plans are activated, they could include a £30 fuel purchase limit and priority access for essential services such as the NHS and police.

Energy experts have warned that a shortage of diesel is expected to hit the UK by late April, raising concerns about the stability of fuel supplies. Shell’s chief executive has also cautioned that Europe could face energy shortages and fuel rationing as early as next month if the Strait of Hormuz remains closed.

In light of these developments, the UK government has reassured the public that it is well-prepared for any disruption. A spokesperson stated, “We will always plan for all eventualities,” emphasizing that the review of emergency plans is a precautionary measure.

Despite the preparations, the government has urged motorists to fill up as normal, insisting that there is no immediate cause for alarm. “There’s no reason to panic. This is a contingency measure, not an alert of impending shortages,” said an unnamed government official.

However, uncertainties remain. The exact timing and extent of potential fuel shortages in the UK are unclear, and the impact of the ongoing conflict in Iran on UK fuel supplies is still uncertain. Details remain unconfirmed.

As the situation develops, experts like Adam Bell suggest that if the conflict continues, the government may need to implement volume measures to protect key sectors of the economy, including food supply, health services, and schools. Nick Butler, another expert, echoed this sentiment, stating, “The government has to protect the key sectors of the economy.”

In the meantime, Slovenia has already become the first EU country to start rationing fuel due to supply chain disruptions, highlighting the urgency of the situation across Europe.

While the UK’s fuel supply network is described as robust, the government’s review of emergency strategies reflects a sensible precaution in the face of global instability.

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