Post by Robert Skidmore

You like trade disruptions? Now you can add the Straight of Hormuz blockade to pirates, volcanoes and sideways tankers in the Suez to your list. But is this crisis going to trigger a pivot toward sustainable energy ? 🎧 Listen to the latest Tradesplaining episode to find out: t.co/Exku2Kaci3 In episode 88, Ardian Mollabeqiri and I unpack: - Why the Strait of Hormuz crisis is no longer just an oil market story - How jet fuel prices are feeding into airfares, airline schedules and travel disruption - Why Europe’s airlines may be especially exposed - Whether higher fuel prices could give EV demand another push - Why sustainable aviation fuel is much more complicated than “just make greener jet fuel” 🎙️ Featuring Marie Owens Thomsen, Chief Economist at International Air Transport Association (IATA), on the new energy crisis facing aviation - and why airlines are dealing with both an oil shock and a refining shock at the same time. Her key point: airlines do not fly on crude oil. They fly on jet fuel. And the system that produces it is far more fragile, interconnected and underinvested than most people realize. Plus - Trump and Xi apparently make trade nice again, Swatch launches more expensive pendant-shaped plastic, Switzerland gets a self-declared king, and Italy faces the real menace of our time: marauding peacocks. As always, huge thanks to Michelle Olguin Fluckliger for helping produce this, and every TS episode!! #TradePolicy #GlobalEconomy #Aviation #EnergySecurity #SupplyChains #Geopolitics #SustainableAviationFuel #Airlines #TradeSplaining

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