ジェット燃料
概要
原油価格、精製能力による供給問題、継続的な規制変更などジェット燃料市場の変動は、お客様の収益にとって継続的なリスクです。
燃料価格の選択肢を持つことは、リスクを軽減し、市場の変化への柔軟な対応に不可欠です。アーガス は、各市場に適した方法で価格インデックスを構築しています。これにより、市場参加者は日々の業務を調整し、燃料コストの管理を改善し、純利益に直接影響を与えることができます。
ジェット燃料は航空会社の総運航費の40％以上を占めます。政府の義務付けや航空会社の自主規制により、持続可能な航空燃料（SAF）の重要性が高まっており、運航コストに大きな影響を及ぼしています。
アーガスは、従来のジェット燃料とSAFの価格アセスメントと取引情報、最新の市場動向ニュース、詳細分析、需要動向、価格予測により、ジェット燃料市場参加者の皆様の最善の意思決定、戦略最適化をサポートします。
Latest jet fuel news
Browse the latest market moving news on the global jet fuel industry.
Brazil Embraer's 1H deliveries rise by 20pc
Brazil Embraer's 1H deliveries rise by 20pc
Sao Paulo, 10 August (Argus) — Brazilian aircraft manufacturer Embraer said it delivered 109 aircraft in the first half of the year, up from 91 in the same period in 2025. The first half deliveries represent about 42pc of the 240-255 aircraft Embraer expects to deliver this year, eight percentage points above the five-year average of 34pc for deliveries by this time of year, Embraer said. Embraer delivered 74 executive aircraft in the first half — generally smaller, customized aircraft — up from 61 a year before. It expects to deliver 160-170 executive aircraft this year. It also delivered 30 commercial aircraft in January-June, up from 26 a year prior. It expects to deliver 80-85 of that kind of aircraft in 2026. Embraer delivered five defense aircraft in the half, up from four a year before. The firm did not disclose a defense forecast for the year. In the second quarter alone, Embraer delivered 65 aircraft, a 7pc rise from 61 in April-June 2025 and the highest for a second quarter in 16 years. Order backlogs Embraer's second-quarter order backlogs reached $34.5bn, a 16pc hike from a year before, with increases in all aircraft segments. The commercial aircraft backlog reached $15.1bn, 15pc higher than in second quarter of 2025, driven by an order for 15 E195-E2 aircraft from US-based Azorra, Ebraer said. Azorra's order pushed Embraer's E2 aircraft orders past the milestone of 500 orders. Embraer's executive aviation backlog stood at $7.8bn, a 5pc increase from a year before. That was bostered by the "achievement of triple certification for the new Praetor 600E and Praetor 500E models" from industry regulators in Brazil, Europe and the US, the firm said. The defense aircraft backlog totaled $6.1bn, a 42pc hike from a year before, thanks to a "landmark agreement" with the UAE comprising 10 firm orders and 10 purchase options for the C-390 Millenium aircraft. That is the largest international order from a single country for this multi-mission aircraft and marks its entry into the Middle East market, Embraer said. Embraer's second-quarter services and support backlog also rose by 12pc to $5.5bn. The firm announced a long-term support agreement with Canadian Jazz Aviation during the period as well a new agreement with the Brazilian Air Force's KC-390 Millennium fleet, covering both aircraft in operation and future deliveries. The firm's second-quarter revenues hit almost $2.24bn, up from around $1.45bn a year before. First-half revenues reached $3.68bn, a 26pc hike from $2.92bn a year beforee. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Biofuel mandates give extra boost to US jet output
Biofuel mandates give extra boost to US jet output
Houston, 7 August (Argus) — The boom in US jet fuel output driven by disruptions from the US-Iran war is getting extra help by the economics associated with biofuel blending in road fuels. US refiners have been on a tear with jet fuel output this year, setting production records as the Mideast war curtailed flows and prices rose. Output has fallen since late June highs, to 2.068mn b/d in the week ended 31 July, according to the latest weekly data by the US Energy Information Administration (EIA), but remains 4.3pc higher than a year earlier. But refiners also have extra incentive to push more of their output toward jet fuel thanks to higher costs associated with meeting the US' Renewable Fuel Standard (RFS) for road fuels. In the four months since the Environmental Protection Agency finalized biofuel blend mandates for 2026 and 2027, prices for renewable identification numbers (RINs) created by blending and the Argus Renewable Volume Obligation (RVO) have reached all-time highs, signaling higher blending costs across the refining space. The RVO, which measures an obligated party's compliance costs for biofuel blending via RIN credit prices, peaked at 39.28¢/USG on 7 July after being valued near 22¢/USG in early March. Unlike diesel, petroleum-based jet fuel is not an obligated fuel bound by the RFS. As a result, refiners with the flexibility to adjust distillate yields may favor jet fuel production over diesel. Higher yields meet global demand Higher jet runs at US refineries have translated into greater export availability at a time when global supply remains disrupted through the strait of Hormuz, where 20-25pc of global jet fuel exports have historically transited. US jet fuel exports rose by 62pc year-on-year to an average of 308,000 b/d in July, according to Kpler tracking data, while EIA statistics indicate weekly volumes reached 445,000 b/d last week, or more than triple levels a year earlier. Yet, inventories remain 5.7pc above year earlier levels at 46.9mn bl. The Gulf coast is driving almost all of the increase in exports as regional production rose by 14.1pc annually to 1.185mn b/d last week, according to the EIA. Production on the US east coast, midcontinent and west coast remained below year-earlier levels. US Gulf exports comprised roughly 90pc of total national jet fuel exports in July, according to Kpler data. US jet cracks have strengthened since early June, peaking near $79/bl on 29 July before declining to roughly $67/bl by 4 August compared to just $23.66/bl at the same point last year. Refiners double-down on jet Refiners are poised to continue taking advantage of strong jet fuel margins in the near term, with multiple jet fuel capacity expansions either planned or recently completed. HF Sinclair completed a project allowing it to switch roughly 7,000 b/d of output between diesel and jet fuel at its 145,000 b/d Puget Sound refinery in Anacortes, Washington. Phillips 66 is planning a two-phase project at its 105,000 b/d Ferndale, Washington, refinery to increase jet fuel capacity by 12,000 b/d over 2026 and 2027. Marathon added 10,000 b/d of jet production capacity at its 253,000 b/d refinery in Robinson, Illinois, and brought 30,000 b/d of jet capacity online at its 617,000 b/d Garyville, Louisiana, refinery in March. The payoff for any jet output expansions may already be underway. In its second quarter earnings call in late July, independent refiner Valero said it expected third quarter margins for jet to widen because of an open arbitrage to Europe and as the US transitions to winter-grade diesel specifications. By Blake Del Papa, Matthew Cope and Anjali Shenoy Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Australia’s NT seeks federal backing for Gove fuels hub
Australia’s NT seeks federal backing for Gove fuels hub
Singapore, 3 August (Argus) — Australia's Northern Territory (NT) government is urging Canberra to incorporate Rio Tinto's fuel infrastructure at Gove into the country's proposed A$3.2bn fuel security reserve, arguing the site could provide 220mn litres (1.38mn bl) of storage capacity. Chief minister Lia Finocchiaro, alongside the Gumatj and Rirratjingu Aboriginal corporations, wrote to prime minister Anthony Albanese on 31 July seeking federal funding to refurbish fuel tanks that may otherwise be decommissioned as Rio Tinto winds down its Gove bauxite operations, which are expected to cease towards the end of the decade. The federal government has outlined plans for a 1bn litre (6.29mn bl) reserve of diesel and jet fuel , with the Gove tanks potentially representing around 22pc of that capacity. The site comprises seven fuel-compliant storage tanks and a deep-water port capable of receiving and distributing bulk fuel. The NT government says decisions on the future of the infrastructure will need to be made by mid-2027. According to a Rio Tinto asset memorandum, the fuel infrastructure includes a tanker wharf used to unload oil products into a harbour tank farm and a separate light-fuel tank farm connected by pipeline. The operational tanks comply with relevant fuel-storage standards and were identified as assets with potential future use for petroleum storage. Retaining the tanks would strengthen Australia's fuel security while supporting jobs and economic transition in the region, Finocchiaro said. Rio Tinto plans to close both the Gove mine and the Andoom mine , which forms part of its broader Weipa operations, towards the end of the decade. While the site offers substantial storage capacity and deep-water port access, Gove is located far from Australia's major fuel consumption centres, potentially raising questions about distribution costs and response times during supply disruptions. About 121,000t of gasoil, 11,000t of gasoline and 5,000t of jet fuel were imported into Gove last year, vessel tracking data from Kpler show. The Gove facilities form part of a broader industrial precinct that includes cargo and export wharves, workshops, warehousing and an airport — assets that stakeholders have been assessing for post-mining uses. Traditional owners, Rio Tinto and the NT government have been exploring opportunities to repurpose infrastructure and support economic activity in East Arnhem Land after mining ends. Rio Tinto did not immediately respond to a request for comment on whether the company has held discussions with the federal government, the defence sector or potential commercial operators about taking over the Gove fuel assets, or whether demolition of the tank farm remains its preferred option. Australia held 39 days' worth of gasoil consumption, equivalent to 22.89mn bl of gasoil stocks in-country or within its exclusive economic zone on 28 July, latest government data show. The country held 34 days' worth of jet fuel consumption, equivalent to 5.87mn bl, and 43 days' worth of gasoline consumption, equivalent to 11.48mn bl of stocks. By Tom Woodlock Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Australia, Singapore sign energy security, defence deal
Australia, Singapore sign energy security, defence deal
Sydney, 27 July (Argus) — Canberra and Singapore have deepened ties in energy trade and defence, concluding a new protocol signed to strengthen co-operation, Australia's federal government said today, as Australia grapples with supply uncertainty due to the ongoing Middle East conflict. The new Protocol on Economic Resilience and Essential Supplies signed on 27 July delivers on a commitment made in April between the governments , to bolster security of essential supplies, including gasoline, an Australian ministerial statement said. Singapore makes up 55pc of Australia's gasoline imports. Meanwhile, the city-state supplies 15pc of gasoil and 23pc of jet fuel imports. Singapore and Australia have committed to refraining from adopting or maintaining export restrictions on agreed essential items, according to a statement by Singapore's trade and industry ministry on 27 July. This includes items such as diesel and LNG. The protocol is also set to be included in the Singapore-Australia Free Trade Agreement. Singapore's gasoline stocks rose by more than 92pc on the week to 22 July , while exports held steady, with Australia one of three key export destinations for Singaporean gasoline. But Australia is vulnerable to supply chain shocks due to the country's reliance on imported fuels. Less than 25pc of demand can be met by domestic refining, due to a spate of facility closures in the past two decades. State support Concern about supply and high prices has led Canberra to underwrite fuel imports and temporarily cut the taxation rate for gasoil and gasoline , a measure intended to expire on 2 August. Gasoline demand in Australia however may have peaked with significant demand reduction in reaction to rising prices following outbreak of the US-Iran war. Consumption fell by 7.1pc on the year to 251,000 b/d in May, official data released this month show . Electric vehicle (EV) demand is also surging in Australia, with battery EV sales during June totalling 23.4pc of all purchases , up from just 8.3pc for all of 2025. A new defence agreement was also signed between the parties today, with the Australia-Singapore Industrial Base Resiliency Arrangement to build upon existing co-operation between defence industries. Australia hosts Singaporean troops at vast training bases in Queensland state and also undertakes joint manoeuvres with Singapore. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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