California's jet fuel supply has dropped to just over 2.6 million barrels, the lowest level since 2023, as turmoil in the Middle East continues to impact the global oil market. The California Energy Commission (CEC) reports that this decline is part of a broader trend, with the state relying on 61.1% of its oil supply from foreign sources in 2025, primarily from Asian refiners. This shift from domestic refineries, which dominated in the early 1990s, is attributed to stringent air quality regulations. The ongoing conflict involving the US and Israel against Iran has disrupted supply chains, leading to a significant rise in jet fuel prices. As of April 24, prices averaged $4.19 per gallon, with costs at Los Angeles International Airport nearing $15 per gallon. Airlines like Delta and Southwest are responding by increasing baggage fees and introducing fuel surcharges. Travel expert Clint Henderson anticipates potential flight cancellations, particularly for less profitable routes, as demand remains high but available seats decrease. The CEC is actively monitoring the situation and coordinating with stakeholders to assess risks and options.