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

Research evidence excerpt

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

Equity Research

19 May 2026

Replay: Expert Access

Barclays: Cleared for Take Off? Jet

Fuel supply and policy debate as

geopolitics evolve European Transportation

Andrew Lobbenberg

We hosted Thorsten Luft, Jet Fuel Consultant and former +44 (0)20 3555 0639

Lufthansa fuel executive, on European jet fuel supply. Key andrew.lobbenberg@barclays.com

Barclays, UK

takeaways: supply looks manageable for 2-3 months, helped

by lower flying and US imports, but 2H visibility is poor, with European Integrated Energy Naisheng Cui, CFA

+44 (0)20 7773 0486Europe import-dependent and prices volatile.

naisheng.cui@barclays.com

Please see below replay information for the event held on European Leisure

Monday, 18 May 2026 at 2:00pm – 3:00pm London Jaina Mistry, CFA

+44 (0)20 7773 3321

This replay is strictly and solely for the benefit of the intended recipients. Barclays Events Terms of jaina.mistry1@barclays.com

Service and the Barclays Events Privacy Notice Barclays, UK

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This transcript/recording is provided in an unedited format. Barclays is not responsible for the

recording quality or any transcription errors or omissions.

Please see our feedback note on the back of this call here: Takeaways on fuel availability

from fuel consultant, former Lufthansa fuel executive, 18 May 2026.

Appearances by Third-Party Speakers: Any views or opinions expressed by third-party speakers

during this event are solely those of the speaker and do not represent the views or opinions of

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