Electric Aviation Won't Kill Jet Fuel - But It Could Take the Best Routes First

Oracle’s $165 Billion Data Center Plan Hits a Gas Pipeline Delay Leon Stille has a background in energy sciences (MSc and BSc) and is pursuing a PhD in energy policy.
He currently runs his own company,… Aviation is often treated as one of oil's safest remaining markets.
In 2026 that still looks like a reasonable assumption.

Airlines are expected to consume around104 billion gallons of fuelthis year, sustainable aviation fuel remains below 1% of total use, and virtually every commercial passenger aircraft in service still depends on liquid hydrocarbons.
But that view risks making the same mistake the oil industry made with cars: looking at the installed fleet rather than at the technology competing for the next route.
On July 30, Archer's all-electric Midnight aircraft flew from Salinas to Monterey and back, taking roughly nine minutes each way.
It was a piloted, coordinated flight, not the start of an autonomous urban air-taxi network.
Archer itself is still working through certification, while its partners are participating in the FAA'seVTOL Integration Pilot Program.
Electric flight is no longer a laboratory curiosity.
The more interesting question for oil markets is what happens when batteries begin winning the parts of aviation they are actually suited to serve.
The Electric Aircraft Is No Longer the Science Project The first fully electric aircraft was type-certified by EASA back in 2020.
ThePipistrel Velis Electrois only a two-seat trainer, but it proved that an electric aircraft and propulsion system could pass a commercial certification process.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |


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