Aviation Fuel Monitor

▼ 76%

41 → 10 kt per day

Europe's jet fuel imports from the Gulf

UK, France, Netherlands, Spain and Italy

Apr–Jun 2026 vs 2025

Monthly, Jul 2025 – Jun 2026 · kt per day

Headline. Jet fuel that the UK, France, the Netherlands, Spain and Italy received from Gulf countries, average of April–June 2026 vs April–June 2025: 41 to 10 kt per day. Total jet fuel imports of the same five countries: -8%.
On the chart. single months, February to June: 43 to 14 kt per day (-67%). March was still high, probably shipments already on the way when the events began.
Limits. Based on importers' reports; the Netherlands, Spain and Italy have gaps in the records. This is not all Gulf jet fuel exports: flows to Asia and Africa are mostly not captured by this data.

▲ 21%

about +0.8 Mt per month

Jet fuel exports outside the Gulf

18 countries · USA and Nigeria shown separately

Mar–Jun 2026 vs 2025

All 18 countries USA Nigeria

Monthly, Jul 2025 – Jun 2026 · kt per day

Headline. Average of March–June 2026 vs March–June 2025, 18 countries: about +0.8 million tonnes per month. The USA and Nigeria together account for about 75% of the increase.
On the chart. single months, February to June: 139 to 176 kt per day (+27%). USA and Nigeria are part of the total, not additional to it.
Limits. Exports were already rising before March, so this is a comparison with last year, not a measured effect of any single event.

▼ 33% production
▼ 29% refinery intake

Gulf crude oil

Production: 7 countries · Refinery intake: 3 countries

Mar–Jun 2026 vs 2025

Production Refinery intake

Monthly, Jul 2025 – Jun 2026 · million barrels per day

Headline. Average of March–June 2026 vs March–June 2025. Production, 7 Gulf countries: -8.1 million barrels per day. Refinery intake, Bahrain, Kuwait and Saudi Arabia only: -1.2 million barrels per day.
On the chart. single months, February to June: production 27.3 to 19.2 (-8.1), refinery intake 4.7 to 3.2 (-1.5). The two production figures are the same by coincidence.
Limits. Both lines share the same scale, so the difference in coverage (7 countries vs 3) is visible.

▼ 14%

about -5.0 million barrels per day

Crude oil imports outside the Gulf

32 countries, of which China

Apr–Jun 2026 vs 2025

All countries China

Monthly, Jul 2025 – Jun 2026 · million barrels per day

Headline. Average of April–June 2026 vs April–June 2025, 32 countries: -5.0 million barrels per day. China accounts for -3.5 of that (about 70%).
On the chart. single months, February to June: all countries 37.4 to 31.1 (-6.3), China 12.1 to 7.2 (-4.9). The China line is part of the total, not additional to it.
Limits. The headline averages three months against last year; the chart compares two single months, so the numbers differ.

Dotted vertical line: 28 February 2026, when US and Israeli strikes on Iran began and Iran declared the Strait of Hormuz closed (the IRGC confirmed the closure on 2 March). Monthly data cannot separate the two events.

Hover over a card (or tap it on a phone) for details. Changes compare with the same months of the previous year. Reported data arrives with delay and is incomplete for some countries.

Jet fuel balance map Jet fuel flows map Crude oil flows map Crude oil balance map