en.Wedoany.com Reported - Data from the California Energy Commission shows that as of April 17, California's aviation fuel inventory has fallen to slightly over 2.6 million barrels, down from 3.2 million barrels two years ago.

According to The Guardian, 61.1% of California's oil supply in 2025 came from foreign sources, with most of it originating from Asian refineries. This contrasts sharply with the early 1990s, when nearly half of the oil supply for the most populous U.S. state came from in-state refineries. Some energy researchers attribute this shift to air quality regulations.

The supply has also been affected by the war between the U.S., Israel, and Iran. Since the outbreak of the war on February 28, commercial shipping through the Strait of Hormuz has remained effectively halted, causing aviation fuel prices to rise and supplies to be disrupted. U.S. states typically stockpile fuels, including aviation fuel, for emergency preparedness, to buffer price shocks, and to ensure supply security during logistical disruptions.

Another factor behind the decline in California's aviation fuel inventory is the ongoing reduction in local refining capacity. Citing Jesus David, Senior Vice President of IIR Energy, The Los Angeles Times reported that California's refining capacity has fallen from 2.9 million barrels per day in 2019 to 2.3 million barrels per day. The U.S. West Coast is known as a "fuel island" because it is not connected to the rest of the country via pipelines. Both crude oil and refined products must be shipped in by sea, further exacerbating supply pressure on aviation fuel inventories.

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