Assuming that this is in any shape or form correct, why hasn't rationing started? Six weeks at normal flight capacity is an insane amount of fuel, rationing it out for transport of critical goods and travel, will stretch it for years. If the plan is to just burn through the existing stock I'd argue that someone is acting incredibly irresponsibly.

From what perspective? The individual flight operators maximize their earnings by running as many flights as they can, and charging as much as they can. Individuals who need transportation also maximize their utility from the same thing.

Some flight operators are planning for shortages by canceling flights: https://www.theguardian.com/business/live/2026/apr/16/uk-feb...

Every business is prioritizing stocking up on goods they need already. They need transport to do that.

Perhaps rationing has already started? My coworker and his family received notice today that their flight to France was cancel. Part of the message said:

"The disruption is caused by extraordinary surge in oil prices followed by unpredictable fuel supply shortage constraints across the aviation industry outside our control. As a result, we are unable to operate this route in a responsible and sustainable manner."

It's not like Europe is actually running out of fuel. 20% of the world's oil passes through the strait of Hormuz, but closer to 10% of Europe's oil imports. They get a lot of their oil from Norway, the US, Libya, Kazakhstan, etc.

Losing that much oil hurts. But it's entirely in the realm of what market forces can deal with. As storages empty prices rise, which lowers demand. There's already reports of multiple airlines suspending some of their flights because they aren't economically viable right now

Rationing in Europe is hard because thanks to free travel it has to be done in all of Europe all at once otherwise people are just gonna go and shop where it's more available, causing problems for neighboring countries, and doing anything at a EU level is incredibly slow and full of bureaucratic rigmarole.

The EU is by its construction a trade harmonization organization, it's not built for acting quickly and dealing with crises.

More than 6 weeks of refined product also tends to be hard to maintain - moisture, bacterial/fungal growths (really - especially in kerosene derived products), oxidation/gumming (usually more of a problem in lighter fractions like gasoline).

Even 6 month type stockpiles usually take special regular maintenance procedures.

The distribution of jet fuel is not uniform. Some regions are unlikely to experience shortages while others are already rationing. Global supply chains aren't perfectly elastic, shortages are a local phenomenon. Rationing in the US, for example, wouldn't make sense because physical shortages are unlikely to exist there; the US exports jet fuel and has a completely domestic supply chain. Market prices will increase but the product will physically be there.

An airline can only schedule flights if fuel is guaranteed to be available at both ends. If they fly their plane to a part of the world experiencing severe shortages, the plane may become stranded there because there isn't fuel to fly it back.

Because rationing isn't step one. Putting out a warning that rationing will be necessary if things don't change is step one.

Rationing causes serious problems. A warning in advance gives people and powers time to turn things around before rationing becomes necessary.

KLM cancelled 80 flights today

Is rationing really necessary when the price raises enough that people aren't flying anywhere anyway?