{"id":186264,"date":"2026-05-13T14:19:23","date_gmt":"2026-05-13T12:19:23","guid":{"rendered":"https:\/\/newmobility.news\/?p=186264"},"modified":"2026-05-13T16:25:03","modified_gmt":"2026-05-13T14:25:03","slug":"lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation","status":"publish","type":"post","link":"https:\/\/newmobility.news\/fr\/2026\/05\/13\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\/","title":{"rendered":"Les stocks de carbur\u00e9acteur les plus bas depuis des ann\u00e9es p\u00e8sent sur l'aviation"},"content":{"rendered":"

La guerre en Iran perturbe les exp\u00e9ditions de p\u00e9trole par le d\u00e9troit d'Ormuz. Cette situation entra\u00eene non seulement une hausse des prix \u00e0 la pompe, mais aussi une hausse des prix du k\u00e9ros\u00e8ne. De plus, les analystes estiment qu'il existe un risque r\u00e9el de p\u00e9nurie physique de carbur\u00e9acteur \u00e0 l'avenir.<\/p>\n

Lufthansa et Brussels Airlines, entre autres, minimisent les p\u00e9nuries de k\u00e9ros\u00e8ne, en partie gr\u00e2ce \u00e0 de nouveaux contrats avec les compagnies a\u00e9riennes europ\u00e9ennes. autres fournisseurs<\/a>. Pourtant, selon un rapport de la banque d'investissement Goldman Sachs, les stocks dans les ports d'Anvers, de Rotterdam et d'Amsterdam - appel\u00e9s r\u00e9gion ARA - sont tomb\u00e9s \u00e0 leur plus bas niveau depuis mars 2020, date du d\u00e9but de la crise COVID-19.<\/p>\n

Les r\u00e9serves strat\u00e9giques sous pression<\/h4>\n

Selon le journal \u00e9conomique De Tijd, qui cite le rapport, l'indicateur ARA a montr\u00e9 un inventaire total d'un peu plus de 550 000 tonnes dans les trois ports combin\u00e9s au cours des deux derni\u00e8res semaines. Cela fait depuis mars 2020, lorsque les stocks s'\u00e9levaient \u00e0 395 000 tonnes, que les niveaux des r\u00e9servoirs de stockage sont aussi bas. Les analystes de Goldman Sachs sont donc clairs : avec les stocks actuels, le secteur aurait encore 30 jours d'approvisionnement.<\/p>\n

Plusieurs pays, dont l'Inde et la Tha\u00eflande, ont d\u00e9j\u00e0 signal\u00e9 des rationnements de carburant ou des ruptures d'approvisionnement, tandis que les gouvernements d'autres r\u00e9gions d'Asie ont pris des mesures pour g\u00e9rer la consommation.<\/p>\n

Et bien que les grandes \u00e9conomies telles que la Chine et le Japon conservent des r\u00e9serves strat\u00e9giques substantielles et sont donc, comme les \u00c9tats-Unis, mieux plac\u00e9es pour absorber le choc, les p\u00e9nuries locales pourraient s'aggraver si les perturbations dans le d\u00e9troit d'Ormuz se poursuivent.<\/p>\n

Cela est particuli\u00e8rement vrai dans les r\u00e9gions les plus d\u00e9pendantes des importations, notamment l'Europe, et en particulier les ports de l'ARA.<\/p>\n

Importation \u00e0 un niveau historiquement bas<\/h4>\n

En raison du conflit iranien, les importations europ\u00e9ennes de carburant aviation en provenance du Moyen-Orient ont atteint un niveau historiquement bas en avril. L'Agence internationale de l'\u00e9nergie (AIE) a donc mis en garde l'Europe contre une baisse de ses importations de carburant d'aviation. pourrait manquer de k\u00e9ros\u00e8ne<\/a> \u00e0 la mi-mai.<\/p>\n

On n'en est pas encore l\u00e0, mais des compagnies a\u00e9riennes comme Lufthansa et KLM ont d\u00e9j\u00e0 annul\u00e9 des vols pour \u00e9conomiser du carburant. Ou s'agissait-il d'une excuse pour annuler des vols non rentables, comme le sugg\u00e8rent certains experts ?<\/p>\n

En outre, la diminution rapide des stocks dans les ports de la zone ARA est \u00e9galement due aux exportations vers les pays asiatiques. Comme les prix dans la r\u00e9gion ARA sont relativement plus bas qu'en Asie, ces pays ach\u00e8tent le carbur\u00e9acteur.<\/p>\n

\"\"<\/p>\n

Aucun signe de p\u00e9nurie physique aigu\u00eb<\/h4>\n

Pour l'instant, il n'y a pas de signes de p\u00e9nurie physique aigu\u00eb, notamment parce que les r\u00e9serves strat\u00e9giques sont lib\u00e9r\u00e9es progressivement en cas d'urgence. Toutefois, la coop\u00e9ration avec d'autres pays europ\u00e9ens est cruciale pour \u00e9viter que ces r\u00e9serves ne quittent les ports imm\u00e9diatement.<\/p>\n

En outre, l'Europe ne reste pas inactive. Parmi les mesures d\u00e9j\u00e0 discut\u00e9es ou mises en \u0153uvre figure l'assouplissement des r\u00e8gles relatives \u00e0 l'utilisation du carburant am\u00e9ricain \u201cJet A\u201d en Europe. Le Jet A-1, qui est la norme dans le reste du monde, a un point de cong\u00e9lation plus bas (-47\u00b0C contre -40\u00b0C pour le Jet A), ce qui le rend plus adapt\u00e9 aux vols internationaux \u00e0 haute altitude. Les \u00c9tats-Unis ont consid\u00e9rablement augment\u00e9 leurs exportations de carbur\u00e9acteur vers l'Europe, jusqu'\u00e0 environ six fois le niveau normal.<\/p>\n

La cr\u00e9ation d'un observatoire du k\u00e9ros\u00e8ne pour le suivi en temps r\u00e9el et la r\u00e9vision des niveaux de stocks minimaux obligatoires figure \u00e9galement sur la liste des choses \u00e0 faire.<\/p>\n

Mais m\u00eame si le d\u00e9troit d'Ormuz \u00e9tait enti\u00e8rement rouvert d\u00e8s maintenant, le march\u00e9 aurait encore besoin de plusieurs mois pour se r\u00e9tablir. Si la r\u00e9ouverture est retard\u00e9e de quelques semaines, la reprise ne sera pas compl\u00e8te avant 2027.<\/p>\n

Et l'\u00e9t\u00e9, avec sa p\u00e9riode de pointe pour les voyages, n'est pas encore arriv\u00e9. Goldman Sachs pr\u00e9vient donc que les stocks commerciaux en Europe pourraient tomber sous le seuil critique des 23 jours en juin.<\/p>\n

Le march\u00e9 est nerveux.<\/h4>\n

Les experts conseillent donc aux voyageurs qui pr\u00e9voient de prendre l'avion cet \u00e9t\u00e9 et cet automne de r\u00e9server d\u00e8s maintenant, si ce n'est d\u00e9j\u00e0 fait. En effet, personne ne sait combien de temps durera la p\u00e9nurie de carburant ni quelle sera la pression exerc\u00e9e sur les compagnies a\u00e9riennes.<\/p>\n

Mais \u00e0 un moment donn\u00e9, le co\u00fbt du voyage, y compris le prix du carburant, d\u00e9passera les recettes, ce qui explique que les prix des billets augmentent et continueront probablement \u00e0 le faire.<\/p>\n

C'est donc un euph\u00e9misme de dire que le march\u00e9 est particuli\u00e8rement nerveux, car c'est en juillet-ao\u00fbt que les compagnies a\u00e9riennes r\u00e9alisent une part disproportionn\u00e9e de leurs b\u00e9n\u00e9fices annuels.<\/p>","protected":false},"excerpt":{"rendered":"

The war in Iran is disrupting oil shipments through the Strait of Hormuz. This is not only driving up pump prices but also pushing up jet fuel prices. What’s more, analysts say there is a real risk of a physical shortage of jet fuel in the future. Lufthansa and Brussels Airlines, among others, are downplaying […]<\/p>\n","protected":false},"author":164,"featured_media":186316,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[77152,2043,28,7,4,77165],"tags":[],"class_list":["post-186264","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aviation","category-energy","category-europe","category-mobility","category-top-stories-today","category-usa"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=1600%2C1067&ssl=1",1600,1067,false],"thumbnail":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=150%2C150&ssl=1",150,150,true],"medium":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=300%2C200&ssl=1",300,200,true],"medium_large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=640%2C427&ssl=1",640,427,true],"large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=640%2C427&ssl=1",640,427,true],"1536x1536":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=1536%2C1024&ssl=1",1536,1024,true],"2048x2048":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=1600%2C1067&ssl=1",1600,1067,true],"trp-custom-language-flag":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=18%2C12&ssl=1",18,12,true],"related-thumb":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=640%2C480&ssl=1",640,480,true],"gform-image-choice-sm":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=300%2C300&ssl=1",300,300,true],"gform-image-choice-md":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=400%2C400&ssl=1",400,400,true],"gform-image-choice-lg":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=600%2C600&ssl=1",600,600,true],"mailchimp":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?fit=560%2C373&ssl=1",560,373,true],"unipress-phone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=640%2C100&ssl=1",640,100,true],"unipress-tablet":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=1536%2C240&ssl=1",1536,240,true],"unipress-tablet-portrait":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=1536%2C180&ssl=1",1536,180,true],"unipress-tablet-landscape":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=1600%2C180&ssl=1",1600,180,true],"unipress-smartphone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=1080%2C168&ssl=1",1080,168,true],"unipress-wide-screen":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png?resize=1600%2C180&ssl=1",1600,180,true]},"post_excerpt_stackable_v2":"

The war in Iran is disrupting oil shipments through the Strait of Hormuz. This is not only driving up pump prices but also pushing up jet fuel prices. What’s more, analysts say there is a real risk of a physical shortage of jet fuel in the future. Lufthansa and Brussels Airlines, among others, are downplaying jet fuel shortages, partly thanks to new contracts with other suppliers. Still, according to a report by investment bank Goldman Sachs, stocks in the port of Antwerp, Rotterdam, and Amsterdam – referred to as the ARA region – have fallen to their lowest level since…<\/p>\n","category_list_v2":"Aviation<\/a>, Energy<\/a>, Europe<\/a>, Mobility<\/a>, Top Stories Today<\/a>, USA<\/a>","author_info_v2":{"name":"Luc Joris","url":"https:\/\/newmobility.news\/fr\/author\/belga-5\/"},"comments_num_v2":"0 comments","yoast_head":"\nLowest jet fuel stocks in years put pressure on aviation - newmobility.news<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/newmobility.news\/fr\/2026\/05\/13\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lowest jet fuel stocks in years put pressure on aviation - newmobility.news\" \/>\n<meta property=\"og:description\" content=\"The war in Iran is disrupting oil shipments through the Strait of Hormuz. This is not only driving up pump prices but also pushing up jet fuel prices. What’s more, analysts say there is a real risk of a physical shortage of jet fuel in the future. Lufthansa and Brussels Airlines, among others, are downplaying […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/newmobility.news\/fr\/2026\/05\/13\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\/\" \/>\n<meta property=\"og:site_name\" content=\"newmobility.news\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/search\/top\/?q=newmobility.news\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-13T12:19:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-13T14:25:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/newmobility.news\/wp-content\/uploads\/2026\/05\/CommercialFuel.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Luc Joris\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@jorisvry\" \/>\n<meta name=\"twitter:site\" content=\"@jorisvry\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Luc Joris\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture est.\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/\"},\"author\":{\"name\":\"Luc Joris\",\"@id\":\"https:\\\/\\\/newmobility.news\\\/#\\\/schema\\\/person\\\/a31e684b1039b4a94985a9aae156f28b\"},\"headline\":\"Lowest jet fuel stocks in years put pressure on aviation\",\"datePublished\":\"2026-05-13T12:19:23+00:00\",\"dateModified\":\"2026-05-13T14:25:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/\"},\"wordCount\":703,\"publisher\":{\"@id\":\"https:\\\/\\\/newmobility.news\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/i0.wp.com\\\/newmobility.news\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/CommercialFuel.png?fit=1600%2C1067&ssl=1\",\"articleSection\":[\"Aviation\",\"Energy\",\"Europe\",\"Mobility\",\"Top Stories Today\",\"USA\"],\"inLanguage\":\"fr-BE\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/\",\"url\":\"https:\\\/\\\/newmobility.news\\\/2026\\\/05\\\/13\\\/lowest-jet-fuel-stocks-in-years-put-pressure-on-aviation\\\/\",\"name\":\"Lowest jet fuel stocks in years put pressure on aviation - 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