The disconnect between stable fuel supplies and demand destruction highlights how geopolitical uncertainty now drives behavioral economics rather than physical scarcity - a paradigm shift that makes crypto more vulnerable to sentiment-driven selloffs. This aligns with the current 'fearful market' macro signal where altcoins are particularly exposed due to low BTC dominance indicating fragile risk appetite.

EasyJet's CEO stated there are no jet fuel supply issues for summer travel but noted delayed bookings due to Iran war-related uncertainty.