Strait of Hormuz blockade: diesel and jet fuel surge faster than crude

The closure of the Strait of Hormuz has driven up refined product prices — diesel and jet fuel — faster than crude oil, disrupting global flows, flights and logistics.

The blockade of the Strait of Hormuz has triggered a spike in prices for refined products, particularly diesel and aviation jet fuel, which are rising faster than the price of the barrel of oil.

Data firm Kpler estimates that before the conflict about 10% of global diesel and 20% of aviation jet fuel transited the Strait of Hormuz, explaining supply vulnerability.

The International Energy Agency expects a global demand decline of roughly 1 million barrels per day for March–April due to flight cancellations and industrial slowdown, while the suspension of exports by China reduces available supply.

These tensions are already resulting in higher fares and aviation surcharges, risks of flight reductions and broad impacts on logistics, agriculture and energy access in fuel‑poor countries because of rising diesel and aviation jet fuel costs.

What position do you feel closer to?

Worried importing countries

The targeted surge in diesel and jet fuel reveals extreme vulnerability of importing countries and directly threatens the real economy and social cohesion.

Producers & oil majors

The closure increases short‑term margins on refined products, but threatens demand stability and flow security in the medium term.

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