UKOilWatch — UK Fuel Reserve & Price Intelligence

The UK's fuel security situation presents serious concerns across all petroleum product categories based on February 2026 data. With petrol at 29.2 days, diesel at just 20.4 days, jet fuel at 33.3 days, and heating oil at 19.4 days of supply, all categories are operating at critically low levels. The diesel situation is particularly acute given the UK's heavy reliance on imports from Netherlands and Belgium refineries for approximately 40% of supply, combined with high monthly consumption of nearly 2 million tonnes. The critical stock levels coincide with elevated Brent crude prices at $110.36/barrel, which typically indicates broader supply chain pressures in global oil markets. Current pump prices reflect this tension, with diesel at 188.14p/L - near the top of its 52-week range despite recent modest declines. The gap between petrol (156.81p/L) and diesel (188.14p/L) pricing suggests particular stress in middle distillate markets. For logistics operators and procurement teams, these low inventory levels represent significant supply chain risks. Normal industry practice maintains 30-45 days of supply as a buffer against disruption. At current consumption rates, any supply interruption - whether from refinery maintenance, geopolitical events, or transport strikes - could rapidly escalate into shortages. The three-month reporting lag means actual current conditions may differ, but the February snapshot indicates the UK fuel supply chain was operating with minimal resilience buffers. Immediate priorities should include diversifying supply sources, securing longer-term contracts, and preparing contingency plans for potential rationing scenarios. The combination of low stocks, high prices, and import dependency creates a vulnerable position that requires careful monitoring and proactive risk management across the supply chain.