South Africa’s fuel supply strained amid Middle East conflict

South Africa faces acute fuel supply disruptions from the Middle East conflict and Strait of Hormuz closure, despite government assurances of no crisis. Local shortages have emerged, while price increases loom for April. Agricultural harvests risk lower yields due to diesel limits.

The Department of Mineral Resources and Petroleum (DMPR) director Robert Maake stated on 702 Drive: “There’s no need to [panic over] anything as far as fuel supply is concerned at the moment.” Officials deny petrol station shutdowns or QR-code rationing, countering social media claims. However, the Strait of Hormuz closure has triggered real supply shocks, prompting supply pivots to crude oil from Nigeria, Angola, and Ghana for the Natref refinery, and refined products from India. Six vessels are en route, with March and early April consignments secured beforehand, though costs have risen sharply due to rerouting and higher freight rates. Global Brent crude exceeded $115 per barrel in mid-March, signaling substantial April retail price hikes, as acknowledged by Minister Gwede Mantashe: “substantial fuel price increases are increasingly unavoidable.” Localised shortages affect 50ppm diesel in Western Cape, Gauteng, Free State, North West, and Northern Cape, driven by wholesalers throttling deliveries and banning ad hoc bulk buys to curb hoarding. Liquid Fuels Wholesalers Association CEO Peter Morgan criticised the response pace, saying the industry “should have been talking about this three weeks ago” and lacks “crisis mode.” The Strategic Petroleum Reserve at Saldanha Bay holds 7.7 million barrels of crude (17% of 45 million capacity), but the Astron Energy refinery in Cape Town is offline for maintenance, rendering it unusable for now. Farmers face severe impacts during maize and fruit harvests, with combines needing 30-60 litres of diesel per hour. Cooperatives limit purchases to 80 litres daily, idling machinery within 90 minutes and threatening yields and food prices.

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Dramatic photo illustration of blocked Strait of Hormuz oil tankers, Iran-launched missiles striking Israel, and surging oil prices amid war escalation.
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Perang Iran-Israel memanas dengan penutupan Selat Hormuz

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Perang yang sedang berlangsung antara Iran dan Israel telah meningkat, dengan pertukaran rudal dan penutupan berkelanjutan Selat Hormuz yang mengganggu pasokan minyak global. Harga minyak telah melonjak di atas $100 per barel, memicu penurunan pasar dan ketakutan inflasi di seluruh dunia. Pemerintah merespons dengan langkah-langkah untuk menstabilkan pasar energi di tengah kekhawatiran atas konflik yang berkepanjangan.

Fuel shortages have been reported across Kenya, particularly in Nairobi and North Rift areas, despite government claims of sufficient reserves. Tensions between Iran, the US and Israel in the Strait of Hormuz are disrupting global fuel shipping. Drivers complain of lacking petrol and diesel at stations.

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South Africa's Fuels Industry Association states that fuel supplies are stable but tight, especially for diesel, ahead of price increases on 1 April 2026. President Cyril Ramaphosa said he and Finance Minister Enoch Godongwana are concerned about the situation. Taxi operators and consumers warn of impacts from hikes exceeding R5 per litre for petrol and nearly R10 for diesel.

Minister of Mineral and Petroleum Resources Gwede Mantashe says evolving tensions in the Middle East are negatively impacting global oil prices. Oil prices are expected to rise sharply next month due to the regional conflict. He made these remarks in his keynote address at the 5th annual Southern Africa Oil and Gas Conference in Cape Town.

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Several African countries, including South Africa, Ghana and Kenya, are turning to Nigeria’s Dangote Refinery as fuel supplies from the Middle East tighten due to a siege in the Strait of Hormuz.

President Donald Trump ordered US and Israeli attacks on Tehran in the early morning of February 28, 2026, prompting an Iranian missile response against Israel. This Middle East conflict endangers global oil supply via the Strait of Hormuz, through which one-fifth of the world's crude passes. In Mexico, which imports gasoline, it could lead to price hikes if the conflict persists.

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Oil prices surged about 20% on Monday as the expanding U.S.-Israeli war with Iran prompted major Middle Eastern producers to cut supplies, reaching highs not seen since July 2022. Iraq and Kuwait have reduced output, amid fears of prolonged disruptions in the Strait of Hormuz. The conflict could impose weeks or months of elevated fuel costs worldwide, even if it resolves quickly.

 

 

 

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