SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze

SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze

July 17, 2026 · 15 min · Episode 1322

About this episode

Experts discuss the impact of conflict and competition on aviation fuel markets.

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets. Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding. They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.

People in this episode

Host: Louise Burke

Guests: Amaar Khan, Aidan Lea

Mentioned in this episode

Organizations: Argus, Europe, SAF, diesel, aviation fuel

More episodes of Argus Media

Explore listener stats, chart rankings, contacts and more on the Argus Media podcast page.