Northern Trust: Hormuz reopening leaves jet fuel markets dislocated for longer

• Northern Trust flagged prolonged dislocations in aviation fuel markets even if shipping through Strait of Hormuz normalizes.
• Refinery damage is expected to constrain jet fuel output, with repairs likely to extend well beyond reopening timeline.
• Natural gas supply recovery in a major producing region is projected to take years, not months, due to infrastructure damage.
• Fertilizer shipment disruptions could spill into agriculture, with risks of lower crop yields, tighter supply, and higher food prices.
• Emerging shortages of critical inputs such as helium could add strain across industrial supply chains.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Northern Trust Corporation published the original content used to generate this news brief on April 24, 2026, and is solely responsible for the information contained therein.