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LON:IAG 13 July 2026 - 27 July 2026

FTSE 100 pares early oil-driven gains in London trade
Oil Prices Jump, but Europe’s Sub-30-Day Jet-Fuel Buffer Is the Hidden Market Risk

Oil Prices Jump, but Europe’s Sub-30-Day Jet-Fuel Buffer Is the Hidden Market Risk

European airline shares fell on Monday as renewed U.S.-Iran strikes lifted crude, but the sharper investor signal sits in fuel inventories: Europe has less than 30 days of jet-fuel demand cover, the thinnest cushion among major markets. At the start of June it held 38 million barrels and faced a third-quarter deficit of nearly 600,000 barrels per day, or bpd, while the United States and Asia-Pacific were projected to run surpluses. “We still do expect some tightness through August at this rate,” Rystad analyst Janiv Shah said.
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Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 TACTICAL BUY

dLocal

NASDAQ: DLO 88 / 100
#5 BUY THE RESET

Tapestry

NYSE: TPR 86 / 100
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