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Hormuz closure causes jet fuel shortages; US airlines face constrained supply

A prolonged Strait of Hormuz closure, reported 8–9 August 2026, produced global jet fuel shortages affecting commercial airline operations. ALK, AAL, DAL, UAL, LUV, and JBLU were among carriers exposed to constrained fuel supply chains, with ULSD also affected.

LMT Q2 2026: filings, holdings, and macro context

CL Q2 2026: filings, holdings, and macro context

TMO Q2 2026: filings, holdings, and macro context

SCHW Q2 2026 update — filings and holdings

JNJ Q2 2026 update — filings, holdings, and macro context

NVDA Q1 2026: filings, holdings, and macro context

MA Q2 2026 update — filings and holdings

KKR Q2 2026: filings, holdings, and macro context

COP Q2 2026: filings, holdings, and macro context

USB Q2 2026: filings, holdings, and macro context

BLK Q2 2026: filings, holdings, and macro context

MMM Q2 2026: filings, holdings, and macro context

WFC 2026 update — filings and holdings

CVS Q2 2026: filings, holdings, and macro context

KHC Q2 2026: filings, holdings, and macro context

CAT Q2 2026: filings, holdings, and macro context

DIS Q3 2026: filings, holdings, and macro context

PLTR Q2 2026: filings, holdings, and macro context

GD Q2 2026: filings, holdings, and macro context