California officials warn gasoline and diesel reserves may last only four to six weeks under normal conditions after the Strait of Hormuz closure disrupted global oil flows. The Strait of Hormuz shutdown since February forced refineries to scramble for alternative crude sources while converting supplies to meet demand. Chevron spokesperson Ross Allen emphasized California's vulnerability: "We import 25% of gasoline and 20% of jet fuel overseas, leaving us exposed in global shortages."

Gas prices have surged to an average of $6.11 per gallon, with Fresno stations reaching $5.39 (lowest) to $7.15 (highest). Transportation Secretary Sean Duffy noted potential relief if imports improve, but economists doubt prices will drop before year-end due to Iranian missile damage risks. The Jones Act waiver has aided Gulf Coast resource access, but competition with other nations persists.

Western States Petroleum Association's Jodie Muller framed the crisis as systemic: "Decades of layered policies created this fragility." Refinery constraints compound the issue, with military and commercial fuel demands adding pressure. Officials report improving May imports, but uncertainty remains about sustained supply stability.

Consumer anxiety grows as shortages could trigger long lines. Allen assured efforts to maintain reliability: "Companies are working hard to ensure affordable, reliable energy." However, two-month projections suggest worsening conditions without supply chain improvements.