general

Shell warns Europe could face fuel rationing by April if Strait of Hormuz stays closed

Shell and other industry figures say jet fuel prices have already surged and diesel and petrol could be next, with sustained disruption risking oil near $150 a barrel and triggering a global recession.

Mar 25th 2026 · World

Insights

  • Shell CEO Wael Sawan said Europe could see fuel shortages and rationing within weeks if Gulf crude deliveries do not resume via the Strait of Hormuz