The Iran war has triggered a fuel crisis: the cost of long-haul flights in Europe has increased by $100 per person, and summer airfares may rise across the board.
2026-04-21 14:48:35

How war severely damages the global oil supply chain
The report used pre-war fuel prices as a benchmark on February 28th, comparing them in detail with data from April 16th. The results showed that jet fuel prices had surpassed $100 per barrel, and the European aviation industry was facing unprecedented fuel shortages. T&E calculated the average fuel consumption per route precisely and divided it by the actual number of passengers to determine the specific additional cost per passenger. This rigorous methodology avoided generalizations and ensured the data's accuracy and reliability. The potential threat of war to the Strait of Hormuz, a crucial oil shipping route, further amplified market panic, leading to sustained high and volatile oil prices.
A direct reflection of rising costs on specific routes
The impact varied significantly across different routes. For example, on short-haul flights, the fuel cost per passenger increased by €26 for a flight from Barcelona to Berlin; while the impact was even more dramatic on long-haul transoceanic routes, with a flight from Paris to New York incurring an additional €129 per passenger. This difference stems from the higher fuel consumption and longer flight distances of longer journeys. T&E's analysis, covering all routes departing from Europe, comprehensively reveals the ripple effects of the war on the aviation industry. Average fuel costs for domestic flights within Europe also rose by €29, meaning that even short-haul domestic or regional travel will feel the indirect pressure on passengers.
The Dilemma Faced by Airlines and Market Response
Major European airlines are preparing for an uncertain spring and summer operating season. Executives publicly stated in March that if the Strait of Hormuz remains closed for an extended period, they are likely to pass on higher fuel costs to consumers. Giants such as Lufthansa, Ryanair, and Air France-KLM have expressed similar concerns, increasing the risk of flight cancellations. Airlines also pointed out that the current additional burden of fuel costs far exceeds the costs they incur for complying with EU climate change policies. This statement highlights a core contradiction: external geopolitical conflicts are far more destructive than internal environmental regulations.
T&E's Profound Warning and the EU's Strategic Response
T&E Aviation Director Diana Vitry bluntly stated, "The Middle East crisis proves that our real weakness is our tanks full of foreign oil, not the laws designed to solve the problem." This view accurately points to the structural vulnerability of the European aviation industry's long-term reliance on imported energy. Faced with the crisis, airlines have strongly urged the EU to rescind some climate policies, including the 2030 mandate for synthetic green jet fuel and the upcoming review of carbon pricing rules. However, the EU is not stopping at short-term solutions. This Wednesday, the EU will release guidelines for managing limited aviation fuel supplies and plans to promote energy independence by significantly increasing investment in green jet fuel. This move aims to fundamentally alleviate dependence on foreign fuels while also addressing environmental goals.
Overall, the fuel crisis triggered by the Iran-Iraq War is not merely a short-term market fluctuation, but also exposes the fragility of the global energy supply chain. The European aviation industry is at a crossroads: on the one hand, operational pressure from soaring fuel costs, and on the other hand, the long-term strategy of transitioning to greener practices. While passengers enjoy convenient travel, they also have to pay a higher price for geopolitical risks. In the future, as the conflict evolves, this cost pressure may further spread to the global travel market, warranting close attention from every traveler.
Frequently Asked Questions
Q: How exactly did the Iran war directly lead to an increase in European aviation fuel prices?
A: After the outbreak of war, the global oil supply chain was severely disrupted, particularly weakening the Middle East's crucial role as a major oil exporter. The Strait of Hormuz, a vital global oil shipping route, faced the potential risk of blockade, leading to a sharp rise in market panic. Jet fuel, a core energy source for the aviation industry, saw its price rapidly climb from pre-war levels to over $100 per barrel. A T&E report, comparing data from late February and mid-April, clearly confirmed this causal chain: the disruption of oil supplies directly increased fuel procurement costs, ultimately reflected in the fuel costs per passenger. This background reveals the inherent vulnerability of the European aviation industry's heavy reliance on imported energy.
Q: What are the specific differences in the cost increases for long-haul and short-haul flights mentioned in the study?
A: T&E used scientific methods to calculate the average fuel consumption of all departure routes from Europe and precisely divided it by the number of passengers. The results showed that long-haul transoceanic flights were most significantly affected; for example, the fuel cost per person increased by €129 on the Paris-New York route, while shorter routes like Barcelona-Berlin only saw an increase of €26. Domestic flights within Europe saw an average increase of €29. This difference is mainly due to variations in flight distance, total fuel consumption, and passenger composition. The report emphasizes that long-haul flights are more sensitive to fluctuations in oil prices, which explains why international travel fares face greater upward pressure.
Q: Will airlines pass on the increased fuel costs directly to passengers?
A: Several European airline executives stated in March that if the Strait of Hormuz remains closed indefinitely, they are likely to pass on the additional costs to consumers by raising ticket prices. Currently, fuel prices have exceeded $100 per barrel, posing a dual risk of soaring operating costs and flight cancellations for airlines. This statement reflects the reality of the industry: the increase in fuel costs has far exceeded the compliance fees imposed by EU climate policy, forcing airlines to seek ways to pass on costs in order to maintain normal operations.
Q: How does T&E view the relationship between the fuel crisis and EU climate policy?
A: T&E believes the Middle East crisis exposed the real weakness of the European aviation industry as its heavy reliance on foreign oil, rather than EU environmental regulations aimed at reducing carbon emissions. Director Diana Vitry points out that "tanks full of foreign oil" is the core vulnerability. The organization's calculations show that the additional costs from soaring oil prices far outweigh the expenses of complying with climate policies. This view aims to remind policymakers that the impact of external geopolitical risks on the industry far exceeds internal policy adjustments, while calling for a balance between environmental goals and energy security.
Q: What specific actions will the EU take regarding aviation fuel shortages and energy independence?
A: The EU will release guidelines this Wednesday outlining specific measures to manage the limited supply of aviation fuel in response to the current crisis. Simultaneously, as part of its overall energy strategy, the EU plans to significantly increase investment in green jet fuels and promote the large-scale production of synthetic fuels, thereby gradually reducing its dependence on imported oil. This two-pronged strategy aims to mitigate the risk of flight cancellations potentially caused by short-term fuel shortages while also laying the foundation for long-term energy independence, helping the aviation industry accelerate its green transition while addressing geopolitical conflicts.
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