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Analysts project a fourth-quarter European jet-fuel deficit
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South Korean shipments rise as Europe seeks replacement supplies
Energy Aspects projects that Europe will face a jet-fuel deficit of 510,000 barrels a day in the fourth quarter as disrupted Middle Eastern supplies prompt buyers to seek more distant sources. This is an analyst estimate, not a confirmed shortage. Kpler put European imports from South Korea so far in September at 129,000 barrels a day, the highest rate since October 2022; LSEG data showed similar volumes. Independently held stocks at the Amsterdam-Rotterdam-Antwerp hub also reached a seven-year low in the week through September 10. This briefing covers 2026-09-19T18:52:58.914Z through 2026-09-21T06:52:58.914Z. The timestamp is page publication metadata, not when the forecast was produced.
Reuters: Europe faces Q4 jet fuel supply deficit even as South Korea becomes latest big supplier