The First Crack: Europe’s Jet Fuel Warning When the head of the International Energy Agency says Europe may have “six weeks of jet fuel left,” that’s not background noise—that’s a structural warning. The Strait of Hormuz isn’t just another shipping lane. It’s one of the most critical energy chokepoints on the planet. When that artery gets squeezed, the entire global system feels it—fast. This isn’t theoretical anymore: Supply chains are tightening Fuel availability is shrinking Airlines are already preparing for disruptions And once flights start getting canceled due to fuel shortages, the illusion of stability disappears overnight. The Second Crack: Airlines Starting to Break Now look at Spirit Airlines. A fragile company, sure—but that’s exactly why it matters. When fuel…
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