{"id":24061,"date":"2026-08-01T08:50:19","date_gmt":"2026-08-01T03:50:19","guid":{"rendered":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/?p=24061"},"modified":"2026-08-01T08:50:19","modified_gmt":"2026-08-01T03:50:19","slug":"the-strait-of-hormuz-is-exposing-a-blind-spot-in-the-energy-transition","status":"publish","type":"post","link":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/?p=24061","title":{"rendered":"The Strait of Hormuz Is Exposing a Blind Spot in the Energy Transition"},"content":{"rendered":"<p><script>\r\n  atOptions = {\r\n    'key' : '644b717812d811d6a1c1fc5b6ccd6fa6',\r\n    'format' : 'iframe',\r\n    'height' : 90,\r\n    'width' : 728,\r\n    'params' : {}\r\n  };\r\n<\/script>\r\n<script src=\"https:\/\/www.highperformanceformat.com\/644b717812d811d6a1c1fc5b6ccd6fa6\/invoke.js\"><\/script>\r\n<br \/>\n<\/p>\n<div data-testid=\"paragraph-content\">\n<div>\n<p data-testid=\"paragraph-element\" class=\"rich-text mb-6 font-graphik text-body-large text-black-coffee focus-visible:outline focus-visible:outline-black-coffee focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:shadow-focus-color text-left\">But, with higher fuel prices eating into airline profits, companies are now poorly positioned to take advantage of the moment. To facilitate SAF production, airlines typically agree to long-term agreements to purchase the fuel. With high levels of geopolitical uncertainty, this is not the moment for executives to commit to a price premium without a regulatory mandate. SAF may sound nice, but it remains unaffordable.\u00a0<\/p>\n<\/div>\n<div>\n<p data-testid=\"paragraph-element\" class=\"rich-text mb-6 font-graphik text-body-large text-black-coffee focus-visible:outline focus-visible:outline-black-coffee focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:shadow-focus-color text-left\">The refiners who make SAF, on the other hand, are enjoying record profit margins. But they, too, see too much uncertainty as prices fluctuate wildly. On earnings calls this summer they say they are more focused on improving operations and executing existing plans than investing in new projects.\u00a0<\/p>\n<\/div>\n<div>\n<p data-testid=\"paragraph-element\" class=\"rich-text mb-6 font-graphik text-body-large text-black-coffee focus-visible:outline focus-visible:outline-black-coffee focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:shadow-focus-color text-left\">At a national level, the thinking should be different. SAF is more expensive, but a government can now clearly see the differential as an energy security premium as well as a sustainability advantage. It\u2019s well worth paying to protect the country\u2019s economy in the event of a Hormuz-like situation.\u00a0<\/p>\n<\/div>\n<\/div>\n<script async=\"async\" data-cfasync=\"false\" src=\"https:\/\/pl30214220.effectivecpmnetwork.com\/9ab3d4df8a7e1a6171e16ddbf732cc19\/invoke.js\"><\/script>\r\n<div id=\"container-9ab3d4df8a7e1a6171e16ddbf732cc19\"><\/div>\r\n\n","protected":false},"excerpt":{"rendered":"<p>But, with higher fuel prices eating into airline profits, companies are now poorly positioned to take advantage of the moment. To facilitate SAF production, airlines typically agree to long-term agreements to purchase the fuel. With high levels of geopolitical uncertainty, this is not the moment for executives to commit to a price premium without a&#8230;<\/p>\n","protected":false},"author":1,"featured_media":24062,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/static.time.com\/v3\/assets\/bltea6093859af6183b\/blt902c801bb17af0d4\/6a6d004282cb374228005ba1\/Iran_Strait_of_Hormuz_jet_fuel.jpg?branch=production&width=2400&quality=75&auto=webp&crop=16:9","fifu_image_alt":"","footnotes":""},"categories":[6],"tags":[],"class_list":["post-24061","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pics-news"],"brizy_media":[],"_links":{"self":[{"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/posts\/24061","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=24061"}],"version-history":[{"count":0,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/posts\/24061\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=\/wp\/v2\/media\/24062"}],"wp:attachment":[{"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=24061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=24061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/usnews-14267fa.ingress-comporellon.ewp.live\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=24061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}