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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Iran-Israel war escalates with Strait of Hormuz closure

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The ongoing war between Iran and Israel has intensified, with missile exchanges and the continued closure of the Strait of Hormuz disrupting global oil supplies. Oil prices have surged above $100 per barrel, fueling market declines and inflation fears worldwide. Governments are responding with measures to stabilize energy markets amid concerns over prolonged conflict.

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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월요일 미국-이스라엘의 이란과의 전쟁 확대로 중동 주요 산유국들이 공급을 줄이면서 유가가 약 20% 급등해 2022년 7월 이후 최고치를 기록했다. 이라크와 쿠웨이트는 생산을 줄였으며, 호르무즈 해협에서의 장기 교란 우려가 커지고 있다. 분쟁이 신속히 해결되더라도 전 세계적으로 수 주 또는 수 개월간 연료 비용 상승이 지속될 수 있다.

 

 

 

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