The global aviation sector is standing on the edge of a potentially disastrous summer with no end in sight to the jet fuel supply crisis caused by the near-closure of the Strait of Hormuz. Globalized supply chains that have enabled unbridled growth in air traffic and jet demand over many decades are at risk of getting ripped apart by geopolitical upheaval, both on the ground and in the air. Beroe’s Arun Lawrance provides insights on key implications.

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