Reminder: Expert Access: Barclays: Cleared for Take Off? Jet Fuel supply and policy debate as geopolitics evolve

Research evidence excerpt

Reminder: Expert Access: Barclays: Cleared for Take Off? Jet Fuel supply and policy debate as geopolitics evolve

Event Description

We are pleased to host an expert call with the very aptly named Thorsten Luft, Jet fuel

and SAF Consultant, with 9 years prior experience in fuel procurement, latterly as VP

Strategic Fuel Management at Lufthansa, preceded by 20 years experience at airBP.

This new call will be two-and-half weeks after our previous expert call on fuel

procurement. Events in the Gulf and the outlook for the opening of the Strait evolves at a

fast pace, and airlines offer additional commentary through their 1Q reporting, yet the

scenario remains uncertain. This new call will discuss the latest outlook for European jet

fuel supply, taking into account various potential scenarios around the reopening of the

Strait of Hormuz. Even if the Strait does reopen in the period running up to the call, the

time lag for tankers to reach Europe means there is a period of jeopardy for fuel supplies in

the early summer.

We will discuss the availability of fuel in the different potential geopolitical scenarios and

will focus on the policy debate in aviation relating to both potential kerosene shortages

and SAF.

Meet the Speakers

Thorsten Luft, Former VP Strategic Fuel Management at Deutsche Lufthansa AG. Thorsten

Luft is currently a self-employed jet feul and SAF Consultant, supporting the aviation

industry in decarbonisation and the introduction of sustainable aviation fuel into the fuel

supply chain. He has extensive experience in aviation fuel supply, procurement and supply

chain management across both airline and supplier roles. Prior to becoming a consultant,

Thorsten was VP Strategic Fuel Management at Lufthansa from 2012 to 2021, where he was