California jet fuel supply drops to three-year low amid Middle East turmoil
Updated
Updated · The Guardian · Apr 25
California jet fuel supply drops to three-year low amid Middle East turmoil
8 articles · Updated · The Guardian · Apr 25
As of April 17, California’s jet fuel stock stands at just over 2.6 million barrels, down from 3.2 million two years ago, with prices at Los Angeles airport nearing $15 per gallon.
The supply crunch, driven by disruptions from the US and Israel’s war with Iran, has led to nationwide fuel surcharges and increased baggage fees from major airlines, as well as higher ticket prices.
California’s reliance on foreign oil, mainly from Asia, has grown due to air quality regulations, leaving the state vulnerable to global market shocks and prompting the CEC to monitor risks and coordinate with industry stakeholders.
As LAX fuel prices hit $15, are rationing and travel curbs inevitable?
How did California become an 'energy island' facing a jet fuel crisis?
Beyond price spikes, could this crisis permanently change how and why we travel?
Why has the war in Iran brought global oil shipping to a standstill?
Can the U.S. solve its fuel crisis without abandoning its green energy goals?
With summer approaching, which US flight routes are most likely to disappear next?
California’s Jet Fuel Crisis in April 2026: 25% Stockpile Drop Sparks $15/Gallon Prices and Widespread Flight Disruptions
Overview
In April 2026, California faces a severe jet fuel shortage as its stockpile drops 25% due to refinery closures removing nearly 20% of local capacity and challenges importing fuel caused by global oil supply shocks and the state's geographic isolation. This shortage drives jet fuel prices at LAX to nearly $15 per gallon, forcing airlines to raise fares by about 20%, cancel flights, and reduce routes. These disruptions create uncertainty and higher travel costs, impacting tourism and major events like the 2026 FIFA World Cup. Meanwhile, rising fuel costs contribute to inflation and financial distress in the airline industry, highlighting the complex interplay of local, global, and regulatory factors behind the crisis.